What we do
Provide services and build applications for financial advisers and insurers to make their day to day work life as easy as possible
Empowering Insurers and Financial advisers with technology to better protect families
PreAssess Hero
PreAssess Hero empowers underwriters and advisers to put more policies in force by prioritising accurate, faster and more accountable pre-assessments
Features and benefits for Financial Advisers
Unified platform with 10 life insurers
Tailored questions based on your clients unique circumstances
Leading to the best pre-assessment outcomes for your clients
Pre-assessment tracking and reporting
Faster turnaround times
Instant file notes, team collaboration
API’s to integrate into your fact-find and CRM
Features and benefits for insurers
Unified platform for underwriters, BDM’s, underwriting managers and financial advisers
Protect more customers with fully accountable and trackable pre assessments
Reduce costs, Improved productivity
Team collaboration
Pre-assessment progress management
API’s to integrate into your policy management platform
How it works
The adviser submits a preassessment request to one or multiple insurers on a button click
The underwriter provides a swift response to the request.
The adviser would be able to evaluate multiple responses at the same time to make better decisions for their customers.
Enjoy these incredible features
Quick pre-assessment responses
Multiple pre-assessment submissions at the same time
One unified platform for the financial adviser and Life insurers
Clear and accurate pre-assessment details
Efficient monitoring and tracking of
pre-assessment requests
Pricing
| Features/Benefits | |||
|---|---|---|---|
| Specific Dynamic Questions | N/A | N/A | |
| Secure Submission | |||
| Secure Document Submission | |||
| Detailed Tracking | |||
| Audit Log and Timeline | Limited | ||
| Download Underwriter Responses | |||
| Select Insurer (APL) | N/A | N/A | |
| Setup and Select Underwriter | N/A | N/A | |
| Invite and Manage Team members | N/A | N/A | |
| My Dashboard | Limited | ||
| My Teams Dashboard | N/A | ||
| Search and Categorise | N/A | ||
| API Access (Integration) | N/A | ||
| Underwriter Setup | N/A | N/A | |
| Invite Financial Advisers | N/A | N/A | |
| Underwriting File Notes | N/A | N/A | |
| BDM Setup and Access | N/A | N/A | |
| BDM Dashboard | N/A | N/A | |
| BDM File Notes | N/A | N/A | |
| Default Settings | N/A | ||
| Out of office | N/A | ||
| Underwriting Manager Team Settings and Management | N/A | N/A | |
| Underwriting Manager Dashboard | N/A | N/A | |
| Underwriting Manager Performance Reporting | N/A | N/A | |
| Free | Request Demo | Request Demo |