On behalf of Milner Financial, we would like to welcome you and thank you for giving us the opportunity to help you grow your business. Our goal is to ensure insurance professionals have access to every service, system and tool available to help meet their client’s needs. Since we have access to top insurance carriers in the industry, we pride ourselves on offering personalized, objective solutions that insurance professionals, and their clients, can be sure are perfect to suit their situation. Underwriting, case management, advanced planning, retirement planning, are a sample of our always growing list of services.
Milner Financial has experienced, attentive, and knowledgeable staff who have garnered a great reputation with our clients and competitors over the last 70+ years. We look forward to assisting you through strengthening your client relationships with tailored solutions to fit their financial needs.
The New Business team at Milner Financial works diligently to coordinate with the carrier to manage your case through every stage of the process. Cases are touched on a regular basis and we facilitate requirement fulfillment on your behalf when possible. Agents will receive consistent personal communication and all new business status is also available on our Milner Dashboard.
We offer a streamlined contracting process through SureanceBay’s SureLC. The platform guides you through a series of questions to collect all information and documentation required for carrier contracting.
The Underwriting Team at Milner Financial is changing how insurance is designed and delivered for those with medical concerns. We advocate on your behalf and leverage carrier partner relationships and resources to secure the most distinguished offers for your client. How do we do it?
First, we distinguish our underwriting process by offering certain things that others do not. We utilize Re-insurance underwriting manuals in our office to help substantiate and negotiate the best offers from our carriers.
Second, we educate our producers on the underwriting impairments to help them be well-equipped for making the sale.
Third, we will make calls with the producer to their clients to help re-inforce the underwriting process and to help gather the pertinent information to help us assess the risk in the best manner. All of this helps us to present the best possible case to the underwriter.
If you have any questions or need further information, please contact
To access underwriting guidelines and questionnaires, please visit
Home Office: 922A Hurricane Shoals Road Lawrenceville, GA 30043