Protection Criteria
The key medical and underwriting questions your client will be asked, surfaced from their conditions and occupation — so nobody walks into a protection application in the dark.
What is the Protection Criteria Brick?
The Protection Criteria Brick is a tool that provides advisers with all of the key medical and underwriting questions their client will be asked during a life insurance application.
You can input any medical conditions the customer has, along with their occupation, and the tool will surface a tailored list of questions the insurer will need to know about these factors.
The Protection Criteria Brick is backed by a database of 83 conditions and more than 600 underwriting questions. You can input your clients’ answers, add your own internal notes and save a case across multiple different conditions, for clients with more than one.
Furthermore, you can link a saved case to the client’s case in the CRM Brick.
Key features
Here is a breakdown of everything you get when you add the Protection Criteria Brick to your BrokerBricks toolkit.
- A vast knowledge bank: insurance provider criteria for 83 conditions is included along with more than 600 underwriting questions.
- Notation feature: you can record clients’ answers to each question and add your own internal notes alongside them.
- Build and save a case: add multiple conditions for clients where this is relevant and save cases within the Brick.
- Cross-Brick support: you can link a saved case to the client’s case in the CRM Brick.
Why use the Protection Criteria Brick?
Without tools like the Protection Criteria Brick, life insurance applications can stumble at the medical assessment or underwriting hurdles because the adviser and their client are ill-prepared for the questions the insurer needs answering before a policy is approved.
This often meant having to call insurers individually to find out what information they need for the application, but the Protection Criteria Brick lays this problem to rest. It gives you a central knowledge bank housing all of the information the insurer will need from your client.
The result? Better-informed clients with realistic expectations set from the start, and time saved for you because you don’t have to call multiple insurers for criteria information.
Build your own toolset… one Brick at a time
The Protection Criteria Brick is the perfect accompaniment to our other tools as part of your customisable tech stack. From there, you can combine it with any of our other tools, including the CRM Brick and the Calculators Brick to assemble your personalised toolkit.
Add the Protection Criteria Brick to your toolkit.
Request access and you’ll hear back within one working day. No card required, no commitment.