Home / Life Insurance / Unitysure.com launches pre-assessment platform for advisers
29 November 2021
Financial software application provider Unitysure.com has launched an online pre-assessment platform for advisers and underwriters.
PreAssess Hero allows both risk specialists and underwriters to handle multiple pre-assessment submissions simultaneously.
The platform empowers advisers and underwriters to put more policies in-force by prioritising accurate, faster and more accountable pre-assessments.
“Pre-assessments are a pivotal step for financial advisers as part of the onboarding process for those clients who are not ‘clean-skins’,” CEO Russell Cain said.
“PreAssess Hero is designed to be an industry-wide initiative that empowers financial advisers and underwriters to optimise the pre-assessment process.”
Mr Cain says the platform launched last week after a six-month trial.
“There are 10 life insurers on the platform whose products are available for pre-assessment,” he told insuranceNEWS.com.au. “These include total and permanent disability, trauma, income, all kinds of life insurance products.”
The business is inviting 25 risk specialists to subscribe as early adopters of the platform.
Click here for details.