How does the Underwriting Prescreener tool work?

The Underwriting Prescreener allows agents to submit requests to you for recommendations on underwriting for their clients.

The Underwriting Prescreener tool is a form that agents can fill out to get a more accurate health rating for clients when running a quote. When an agent submits this form within the app, the response is sent to anyone set as an admin within the agency. Once the admin receives a submission similar to the one below, they can reply to the agent with an accurate underwriting class for their client.

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Questions or feedback? Feel free to reach out to our Support Team at or call 800-250-5152 #2.