What we do

PreAssess Hero empowers underwriters and advisers to put more policies in force by prioritising accurate, faster, and more accountable pre-assessments

How it works

The adviser submits a preassessment request to one or multiple insurers on a button click.

Adviser provided with industry standard question set for medical, financial, travel, occupational and pastime pre-assessments.

Medical documents can be attached, securely sent, and password protected

The underwriter provides a swift response to the request

The adviser evaluates multiple responses at the same time to make better decisions for their customers

Financial Adviser lodges the client’s application for cover