PreAssess Hero
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
Contact information
Q and A