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 are sent to you via email. You can designate what emails receive this notification through the Notification Triggers section of your Dashboard.

Once your agency receives a submission similar to the one below, they can reply to the agent with an accurate underwriting class for their client. They may respond using the agent contact information provided in the email. Another option would be to send the user a push notification in the app with your response.

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