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Step 1

Case Data Collection

Gather all case information. Scan any case documents, converting them into a PDF or TIF format.

Step 2

UConnect Case Creation

Enter the case information and upload the scanned documents into UConnect.

Step 3

Order Medical Records
(if applicable)

Take advantage of the TAM Inspection Services, Inc. APS vendor feature for ordering and receiving medical requirements. You won't have to worry about uploading medical requirement documents yourself or uploading multiple documents per equirement. Or you can access ExamOne, APPS, EMSI, Superior, EIS and Portamedic websites for quick ordering of medical requirements.

Step 4

Case Submission

Select the carrier(s) you want to
review the case. This works great
for informals.

Step 5

Carrier Interaction

Case data and documents are now
available to the carriers. UConnect
captures carrier correspondence
throughout the entire case life cycle.

Step 6

Update the Case Status

Case status is updated throughout
the case life cycle. This enhances
your reporting capabilities and allows
carriers to access current case
information more efficiently.