Cracking the Code: Field Underwriting for Extended Care Planning

January 22, 2026
12 PM CST
Carolyn Vader
Presented by: Carolyn Vader
Insurance Underwriting and New Business Manager
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Cracking the Code: Field Underwriting for Extended Care Planning
About This Webinar

Field underwriting is more crucial than ever in today’s extended care market. Are you prepared?

Join Krause Agency’s Carolyn Vader, Insurance Underwriting and New Business Manager, as she discusses:

  • What field underwriting is and how it benefits both the agent and the client
  • Pitfalls of not conducting proper field underwriting
  • Specific areas you should address in field underwriting like health history, medications, and lifestyle

In addition to exploring the what and why behind field underwriting, Carolyn will also cover how to integrate it into your sales process, including pre-screening tools and resources available to Krause’s agents.

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About the Presenter:
Carolyn Vader

Carolyn Vader

Insurance Underwriting and New Business Manager

Carolyn is responsible for managing the underwriting and new business processes from start to finish, including overseeing case management, verifying application requirements, and coordinating with agents and carriers to ensure accuracy and completeness. She also handles reviewing medical and underwriting details, verifying commission splits, regularly checking carrier portals to track application progress, and assisting with adverse decisions by finding alternative products or carriers. Additionally, Carolyn maintains strong relationships with carrier underwriters and case managers and keeps agents informed about application statuses.