Our Solution to Non-Medical Underwriting Limits

Save time and set your client’s expectations early on

Having to navigate underwriting requirements is the easiest thing…right? Wrong! We know that for most advisers this is the bane of their life. For example, it can take anywhere between 3-9 weeks to get a GP report and requires a huge amount of time and effort from the provider, underwriter and the adviser.

Cue non-medical underwriting in SolutionBuilder

You can now view and compare provider’s non-medical underwriting limits at the quote stage in SolutionBuilder – helping you save time and set your client’s expectations early on.

How Do I Access This in SolutionBuilder?

  • Click the ‘QUOTE NOW’ button. When the quotes have been generated you will notice a tick or cross next to each product stating whether or not it’s within the non-medical underwriting limits for the selected provider.
  • If you click on the icon a pop up will appear showing all of the age bandings and cover amounts for that particular provider.
  • In addition, a second tab is available which will show a snapshot view of all the providers limits, alongside the age band and cover amount the client falls into, helping the you to quickly see who is in and who is out.

Watch the video below to see how it works…

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