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PreAssessMe

2 Comments / By Risk Hub Admin / June 18, 2023

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PreAssessMe

PreAssessMe Designed by an Adviser for Advisers

5 (1 Review)

Popular

Advice Software, Business Software

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.

Website

https://preassessme.com.au/

Write a Review

5

1 review

Jed Atkinson

23 August, 2023

I can’t register an account or get in contact with the company either 🤷‍♂️

Reply
- Risk Hub Support
  
  Hi Jed, I’ve sent you a message on this with some further contact information.
  
  Reply

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