I'd like to introduce PreAssess Hero, the platform that empowers underwriters and financial advisors to put more policies in force by prioritizing accurate, faster, and more accountable pre-assessments.
I'm going to log in to show you how the platform works. Once you're on the platform, you'll want to go ahead and hit new pre-assessments. Type in your advisor reference number or client reference number, the date of birth of your smoker and non-smoker occupation, and the type of cover we'd like to conduct a pre-assessment on the insurers that I'm going to choose here.
You could pick any number of insurers for your pre-assessment. If you had an existing policy number for a particular insurer, you could enter that here.
I won't do it in this circumstance, but you could do that there. For the type of preassessment for this demo, I'm going to choose medical.
I'll then be prompted to enter the customer's height and weight. And for this particular demo, I'm going to go ahead and complete a diabetes pre-assessment.
Okay. If there are any other areas that I would like to pre-assess, I would just go and turn those on.
For this particular demo, I'm just going to insert a medical file. Which my client might have given me beforehand.
If I had any specific questions that I wanted to ask an underwriter, I could do so here by contacting them on their below phone numbers.
Otherwise, I'm good to go ahead and submit my first preassessment. And what you can see now is the preassessment has been submitted to those relevant underwriters, and you can see the status of that pre-assessment as being submitted.
And those statuses will be updated when the underwriters have replied back to the pre-assessments within the platform. So as you can see here, we've got a list of all our different pre-assessments that have come back from the different insurers.