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PreAssessMe
PreAssessMe Designed by an Adviser for Advisers
Why should I use PreAssessMe ?
Insurance Applications = Uncertainty.
Pre-existing medical conditions often de-rail an application when a client fails to provide us with relevant information.
To combat wasting your time and theirs – why not have them complete a comprehensive medical and pursuits questionnaire that can be pre-assessed via a streamlined process.
The client interface is intuitive, and attractive – we know your clients will enjoy the process – in their own time.
Pre-empt potential loadings, exclusions or declines BEFORE they happen, and before you invest the time and money into preparing your compliant advice document.
Contact information
Website
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Jed Atkinson
I can’t register an account or get in contact with the company either 🤷♂️
Risk Hub Support
Hi Jed, I’ve sent you a message on this with some further contact information.