Case Management

The Case management group is First American’s quality control team. It maintains active communication between advisors and carriers to ensure that all requirements are met and cases move forward smoothly.

Apps and other documents are thoroughly reviewed to verify they are complete and correct. If items are missing or a problem needs resolving, the team proactively reaches out to obtain the required information so processing is not delayed.

Case Management assures advisors their cases are presented issues-free to insurance companies so they receive the most favorable rates.