Reviewing and Quoting with Underwriting Disclosures

9 views 27/08/2025 01/09/2025 0

Reviewing Disclosures – Once all disclosures are completed, click the Review tab to see an overview of the captured information for the indicative underwritten quote request.Submitting the Request – After reviewing the information, you can proceed with submitting the indicative underwritten quote request. Ensure all details are accurate before finalising.

 

 

Benefits Basket Page – Proceeding to Quoting

Once you return to the Benefits Basket page, you can:

Add more benefits.

Choose to proceed with quoting.

If your benefits include one life or joint life, and disclosures have been added for one or both lives, you have the following options:

 

Proceed with a quote without underwriting

Quote with both lives underwritten.

Choose a specific life to be underwritten.

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