PreAssessMe

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Pre AssessMe
Pre AssessMe

PreAssessMe

PreAssessMe Designed by an Adviser for Advisers

Description

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.

Q&A

Contact information

Risk Hub Review

5
1 review
  • 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.

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Risk Toolkitfrom Risk Hub For risk advisers Less retyping. More advice. Practical tools to support your risk practice. Pick the tool. Skip the rest. Fact findNeeds analysisRiskAssessor Pre-assess before you apply. Detailed health questions in RiskAssessor, so you know where you stand early. Take a look Risk Companionfrom Risk Hub New from Risk Hub Your risk process, minus the retyping. Fact find to SoA. One system. Type it once. Pre-assessments and needs analysis built in. 12-14 hrs<6 Hours per client at one practice. Fact find to SoA. See it for yourself. See it work