Advisers to date haven’t been able to easily or efficiently provide clients an offer of terms for their health insurance. Imagine if in one meeting you could sit down with a client and offer them an offer of terms for health insurance.
WHEN: Thursday 30 November 2017
TIME: 11am-12pm
Presenter: Jason Withell, Operations team leader and senior underwriter, Accuro
Advice Area: Risk Management & Personal Insurance
Level: Developed
Cost : Free. This is a GOOD RETURNS webinar and is IFA accredited.
Learning Outcomes for Advisers:
New developments in the field of underwriting and how their can gain technical knowledge to provide risk solutions to their clients, as never before available.
Learn how to use an intelligent underwriting tool to provide efficient service to their clients.
Learn about the complexities of health insurance underwriting that have previously prevented this kind of automation in providing a client service.
About the Presenter: Jason has been working at Accuro for seven years within the Operations Team and is their Senior Underwriter. Jason helped to design HUGO with the help of Intelligentlife.
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