What we do

PreAssess Hero empowers underwriters and advisers to put more policies in force by prioritising accurate, faster, and more accountable pre-assessments

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Empowering Financial Advisers and underwriters with technology to make managing pre-assessments efficient and obtain the best outcome for their clients first time around.

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

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Features and benefits for Financial Advisers

Unified platform with 10 life insurers – Set your Approved Product List (APL) for you and the team

Choose multiple insurers or single pre-assessment submission

Invite your dedicated underwriter to the platform at no cost

Time – No need to call, email, follow up and document responses individually. We capture all communication in one report

Dashboard to track you and your team’s entire pre-assessment workflow by status, insurer, or timeline

Download your pre-assessment responses in one report, with instant file notes for your client file, which supports your advice and compliance requirements

Customisable question sets that capture the correct data required to provide the most accurate pre-assessment outcomes for your clients

Send pre-assessments securely with attached password-protected medical/financial files 

Platform follow-ups – 3 and 5-day auto-reminders sent to underwriters if pre-assessment hasn’t been responded to

Features and benefits for Underwriters

Industry-standard health questions are built in to ensure the most accurate data is provided by financial advisers and their clients, for the best results the first time around

Quickly review the pre-assessment and any secured medical or financials and respond within the same screen

Full audit logs, time and date stamped

Email notifications, including instant file notes/summary of responses provided to financial advisers

Set default Disclaimers, cc generic email addresses or your out of office

Dashboard to track you and your team’s entire Pre-assessment workflow by status and timeline*

3 Channels (Platform, email, phone) tracked and recorded to ensure you can service your Financial Adviser the way they prefer**

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Features and benefits for insurers

Unified platform for underwriters, underwriting managers, financial advisers, and BDM’s

Full life cycle pre-assessment management – including workflow, notifications, dashboards, audit/time logs and file notes

Save your underwriters precious time while reducing costs, protect more families while improving productivity to meet SLA’s

Password-protected document opening – Client's medical and financial files are password protected when sent to the underwriter

Email notifications – Email sent to the underwriter to advise them of a new pre-assessment, reminder to complete a pre-assessment or when requested information has been sent back

Reporting – Productivity of financial advisers, underwriters, and their teams**

3 Channels (Platform, email, phone) are tracked and recorded to ensure you can service your Financial Adviser the way they prefer**

API – Fast and simple connection allowing you to pull or push data into your URE or Policy Administration system**

Platform follow-ups – 3 and 5-day auto-reminders sent to underwriters if pre-assessment hasn’t been responded to

Reduction in Risk

Secure Platform – All data stored in the cloud on a fully managed, enterprise-grade platform

Specific Health Questions – Industry standard health questions built in to ensure the most accurate data is provided for the best results the first time around

Better data management – track the results of each pre-assessment and see what business is being generated from it

Reviewable data – Produce reports on a weekly, monthly, or quarterly basis, providing clear and detailed information on all pre-assessments

Add your individual customised company disclaimer to responses

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Pricing

Features/Benefits
Specific Dynamic Questions
Secure Submission
Secure Document Submission
Single or multi insurer submissions N/A N/A
Detailed Tracking
Audit Log and Timeline Limited
Email Notifications & Auto Reminders
Chat Enabled - Discuss Reponses/Submissions
Download Underwriter Response Report
Set up Approved Product List (APL) N/A N/A
Setup and Select Underwriter N/A N/A
Invite Underwriter to Platform N/A
Invite and Manage Team members N/A
My Dashboard Limited
My Teams Dashboard N/A
Search and Categorise N/A
API Access (Integration) N/A
Underwriter Setup N/A N/A
Invite Financial Advisers N/A N/A
Underwriting File Notes N/A N/A
BDM Setup and Access N/A N/A
BDM Dashboard N/A N/A
BDM File Notes N/A N/A
Default Settings N/A
Out of office N/A
Underwriting Manager Team Settings and Management N/A N/A
Underwriting Manager Dashboard N/A N/A
Underwriting Manager Performance Reporting N/A N/A
Phone, Email and platform generated pre-assessments N/A N/A $
Pre-assessment Inbox N/A N/A $
Register $19.95/mth Free upon invite Request Demo

*    Limited Feature
**  Underwriter Plus Version Only
$    Additional Paid Feature