Advisers now can determine at quoting stage if a client’s protection application needs to be automatically sent for medical evidence
iPipeline has integrated the new solution into its SolutionBuilder service to allow advisers to view detailed information on a provider's non-medical underwriting limits and compare it with other providers. According to the protection technology firm, the non-medical underwriting functionality provides advisers with a "streamlined and efficient" feature which helps while researching, quoting and applying. It is designed to help advisers manage their clients' expectations, speed up the application...
Available to wider adviser community in early 2021
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