For Financial Advisors

Stop watching cases disappear into underwriting.

Live case status Proactive alerts Higher placement

Salus gives financial advisors real-time visibility into every application's medical evidence — so you can intervene before a case stalls, not after it dies.

Your case shouldn't disappear into a black box for six weeks. But that's exactly what happens between application submission and the underwriter's first read.

Visibility, Always On

Know where every case stands. In real time.

Track every application's medical evidence as it moves from request to receipt to underwriter review. See which paramed exams are scheduled, which APS requests are outstanding, and which cases are about to stall — without the email chains, the voicemails, or the spreadsheet you're updating between client calls.

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Placement, Protected

Get cases through underwriting faster.

When evidence flows through structured infrastructure instead of fax and email, decisions happen faster. Cleaner data means fewer underwriter clarifications. Fewer clarifications mean shorter cycle times. Shorter cycle times mean more bound policies — and fewer "where's my case?" calls from clients.

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Alerts, Built In

Hear about a stalled case before your client does.

Salus watches every case for the signals that predict a stall — overdue exams, expiring lab results, requirements that haven't been requested. You get notified the moment a case needs intervention, and the moment a client needs an update. The first time you hear about a problem isn't on a client call.

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What changes when your book runs on Salus.

Real outcomes for advisors and the back-office teams keeping cases on track.

Live case status

Every step in evidence collection visible to you and your back office, in real time — not buried in a vendor portal.

Higher placement rates

Cleaner submissions mean fewer cases lost to incomplete evidence, stale results, or underwriter back-and-forth.

Proactive alerts

Get notified the moment a case needs intervention — before your client calls you about it.

See what real visibility looks like.

Book a 20-minute walkthrough. We'll show you how Salus surfaces every case in your book — and how the advisors using us are placing more business, faster.