New Business
The efficient processing of new business is the backbone of our underwriting department. In this section, you can check case statuses online, access new business transmittals and contact our case managers.
Click here to view our New Business Department Time Service Standards.
Processed Carriers
- Case Status - Online case status through Smart View for Advisors. Click here to request a password if you are a first-time user
- APD New Business Transmittal/ Coversheet for Processed Carriers – To be used with all new business submissions to 3 Mark for Processed Carriers
Non-Processed / Direct Carriers
- Case Status - Non-Processed / Direct Carriers – Links directly to individual carrier websites for case status
- Non-Processed / Direct Carrier New Business Transmittals – To be used with all new business submissions to Direct Carriers
Case Manager Contact Information
Carolyn Rawlins, Director of New Business / Underwriting
Direct Line: 281.269.2326
Toll Free: 888.533.6275 ext. 326
Carolyn.Rawlins@3Mark.com
Sandra Hernandez, Senior Large Case Manager
Direct Line: 281.269.2345
Toll Free: 888.533.6275 ext. 345
Sandra@3Mark.com
Tammy Schoenfeld, Senior Case Manager - White Team
Direct Line: 281.269.2310
Toll Free: 888.533.6275 ext. 310
Tammy.Schoenfeld@3Mark.com
LaWanda James, Case Manager - Green Team
Direct Line: 281.269.2346
Toll Free: 888.533.6275 ext. 346
LaWanda.James@3Mark.com
Karen Shields, Case Manager - White Team
Direct Line: 281.269.2343
Toll Free: 888.533.6275 ext. 343
Karen.Shields@3Mark.com
Jessica Boskey, Case Manager - Green Team
Direct Line: 281.269.2338
Toll Free: 888.533.6275 ext. 338
Jessica.Boskey@3Mark.com
Kelly Barba, Case Manager - Green Team
Direct Line: 281.269.2324
Toll Free: 888.533.6275 ext. 324
Kelly.Barba@3Mark.com
Sonia Garcia, Case Manager - Green Team
Direct Line: 281.269.2342
Toll Free: 888.533.6275 ext. 342
Sonia.Garcia@3Mark.com
