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Make Final Expense Quoting and Underwriting Easier with Prescreen Eligibility

April 16 @ 1:00 pm - 2:00 pm

Real-time underwriting is a convenient option that can save you valuable time and help maximize the benefit options for your clients. With this feature, you can easily enter and store your client’s health information and medical conditions for quick prescreening to determine the eligible plans. The quote results will be sorted to present the best benefits for the best price. Additionally, the agent can quickly initiate an application from the platform, and once submitted, the policy information will be added to the client’s profile.