You simply need to launch SolutionBuilder® as you would normally do via your integration or direct via iPipeline. If your benefits are not pre-populated you will be need to choose the benefits you need to quote for your client(s). Once you have added the benefits you can select who you want to add disclosures for. This could be for one or both lives depending on their medical history.
You will have the option to be able to click ‘Underwriting’ and add details as shown below:
Once you have added disclosures for either one or both lives you will see the option to quote with our with out underwriting>