Underwriting Solutions: eValuate and eRequirement

PSG 2019-05-11 (1)

eValuate Field Underwriting Sales Tool

for Life Insurance and LTC Insurance

eRequirement for Automating Underwriting & Delivery Requirement Processing

2020_06_10_10_28_21

 

Features:

  • Real Time Underwriting Results
  • Co-Morbidities
  • Substandard Table Ratings
  • Single & Multi-Carrier
  • Term Quoting
  • Email Results to Underwriter
  • eValuate PLUS (Rapid Underwriting Decisions)
2020_06_10_15_30_29

eRequirement

eRequirement Demo


 

Features:

  • FOR Carriers and Distributors
  • No More Chasing Down Underwriting Requirements
  • Request New Underwriting Forms for Client to Complete Online
  • eSignature on Forms
  • Capture Missing Information on Forms
  • Underwriter Ask Additional Questions to Client
  • Agent and Agency Notified of Status in Real Time
  • Follow-up Dashboard
  • Integration into back-office Systems
2020_06_10_09_59_55
2020_06_09_09_28_22

 

For More Information

Complete & Submit the Form Below

or Call 1-402-740-7356