Underwriting Field UW Sales tool: eValuate
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- Underwriting Field UW Sales tool: eValuate
Underwriting Solutions: eValuate and eRequirement
eValuate Field Underwriting Sales Tool for Life Insurance and LTC Insurance
eRequirement for Automating Underwriting & Delivery Requirement Processing
Features:
- Real Time Underwriting Results
- Co-Morbidities
- Substandard Table Ratings
- Single & Multi-Carrier
- Term Quoting
- Email Results to Underwriter
- eValuate PLUS (Rapid Underwriting Decisions)
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
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