Allyson E. Pearson

Ally’s primary responsibility is collecting and analyzing the medical background information necessary for the carriers to extend competitive underwriting offers to our clients. Once offers are extended, she continues to guide each case through the medical exam, formal application, and policy completion process. Overall, she works closely with the agent and the carrier underwriters in obtaining the most favorable results for our clients.

She also has the responsibility of providing our clients with prompt follow up to inquiries and ongoing policy performance data. She coordinates policy service requests and processes directly with our clients, their representatives and the life insurance carriers.

Ally’s responsibilities that include all facets of customer service and executive support.