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