SETTING CLIENT’S EXPECTATIONS UPFRONT FOR UNDERWRITING

Produce indicative ratings upfront and set client expectations based on a provider’s unique underwriting rules.

Save time and eliminate the need to contact numerous providers to evaluate how a client will be rated. Results are displayed on a single screen and illustrate an instant decision from multiple providers, increasing the opportunity of getting more clients on risk faster. Distributors can understand where medical evidence would be required – which may take a long time in current conditions. Providers take the strain off their stretched underwriting teams and desks (and save advisers having to call providers).

XRAE is available independently along with being fully integrated with SolutionBuilder.