PreAssess Hero
Popular
Description
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
Q and A
Briefly describe your services and how they support Risk Advice
–Empowering Financial Advisers and underwriters with technology to make managing pre-assessments efficient and to obtain the best outcome for their clients first time.
Are your services specifically tailored for the Risk Advice market?
–Yes
How do your services contribute to making the delivery of Risk Advice easier or more efficient?
–PreAssess Hero empowers advisers and underwriters to put more policies in force by prioritising accurate, faster, and more accountable pre-assessments.
Contact information
Contact Service Provider Form
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