Wilton Re
Working With Wilton Re

In order to expedite a quote from Wilton Re, it is helpful to provide as much of the information listed below as possible. Help us to provide you with the best quote we can by providing us with the data listed below at your earliest convenience. We strive to supply quotes back to our clients within two weeks of receiving the appropriate information. We'll treat it with the utmost confidence, and we will show you how we have put the information to work in our pricing models.

  • Traditional
    • Mortality Study
    • Lapse Study
    • Pricing and Lapse assumptions
    • X-factors (if applicable)
    • Underwriting guidelines
    • Underwriting exceptions and/or dependencies
    • Last 3 years of Underwriting, Claim, and Admin audits
    • Underwriting manual
    • Reinsurance premium mode or frequency
    • Direct premiums (as appropriate)
      • Coinsurance
      • COI
    • Retention and reinsurance structure
    • Volume and/or premium projections
    • Auto bind and jumbo limits
    • Reserve basis
    • Net amount at risk pattern (if applicable)
    • Commissions or sales compensation
    • Policy forms
      • Base
      • Riders
    • Application including TIA or conditional receipt
    • Reinsurance systems description and reporting requests
    • Treaty (if client prepared)
  • Run Off Solutions
    • Cash flow testing projections, actuarial appraisal or equivalent
    • Pricing, lapse, investment and expense history and projected assumptions
    • Policy count, face and reserve amounts
    • Description of policy types in the block
    • Asset and investment listings
    • Information on other assets and liabilities
    • Other typical due diligence information