Quick Quote

Quick Quotes are the fastest way to obtain a tentative underwriting opinion on a given case.  Turn-around time is typically 24-72 work hours.  

Quick Quotes are summaries that are prepared based on the information you supply.  This information should include the client’s gender, age or DOB, smoking status, plan of insurance, amount of insurance, state of sale, listing of all prescription and over-the-counter medications, and a summary of their medical history. 

Questionnaires are used to help the agent and client provide the needed medical information on a specific health condition and can be found here. The details provided will result in a more accurate tentative underwriting opinion.  Not being specific enough results in requests for additional information. Please send your quick quote request to info@optimafis.com

If you have questions regarding underwriting, please contact Sales & Marketing at 415-408-7763ext. 106 or info@optimafis.com. We look forward to assisting you with your case!