Ask the Right Questions
Using the Pre-Underwriting Wizard you can educate yourself about any diseases or conditions your client may have. Often times, when agents call underwriters to pre-screen their clients and tell them the name of a disease or condition their client has, the underwriter will ask more detailed questions before they can give you a preliminary answer.
If you are not familiar with the disease or condition, you probably were not aware of additional questions to ask your client! With the Pre-Underwriting Wizard you can get all that information ahead of time so you can ask your clients the right questions and give your underwriter the right information the first time!
Select up to 3 diseases to search for a description and important questions to ask your clients. Then click the button below to retrieve your questions to ask your clients.