Tele-underwriting

Tele-underwriting could be the answer to helping reduce Non-disclosure.

The process is simple and can help all advisers, by reducing the input time of a case and allowing more sales to be made instead. What is Tele-underwriting? Tele-Underwriting is a process by where trained underwriters contact your client to ask all the medical questions that would normally appear on a protection application. What is the Process? There are a number of providers that offer this service (see the below table). The process is simple. You as the adviser would complete a simplifed application form and submit this to the provider who would then contact your client at a pre arranged time to ask the medical questions. Once this has taken place the decision is made and you are notified as to whether the case has been accepted etc...

All tele-interviews carried out by qualified nurses Save time on inputting Reduce Non disclosure   N/A     Shortened application form L&G contact client direct to complete medical questions using the Interactive online system (which mean more cases on risk quicker) Save time on inputting Reduce time on collecting details Remove the non disclosure liability from yourself   Click on Icon for Shortened Application form   Shortened Express application form Liverpool Victoria contact your client direct to complete medical questions Save time on inputting Reduce time on collecting details Remove to non disclosure liability from yourself   Click on Icon to link to the LV website and log in to obtain the express Application form   Complete a short form and let AXA gather all the medical and lifestyle information· Faster decisions, 70–80% of cases* accepted without the need for further evidence, delivering faster commission Experienced Tele-underwriters, all based in the UK We call at a time convenient to your customer· Professional service for you and your customers   Click on Icon to download Shortened Application form   Exclusive opportunity for PTDA advisers Data capture form rather than an application form A qualified nurse will gather the medical, lifestyle and occupational information for you Because nurses carry out these interviews the quality of your client’s disclosure should improve Fewer medical reports mean more applications will be put on risk quicker    Click on Icon for Shortened Application form

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