Underwriting approach | Knowledge centre | Adviser | The Exeter

Underwriting.
Experience is everything.

As an adviser you don’t just want access to a sharp underwriting mind, you also want access to a fast underwriting platform.

Underwriting.<br/>Experience is everything.

As an adviser you don’t just want access to a sharp underwriting mind, you also want access to a fast underwriting platform.

Our underwriting approach

    1. Helping you work smarter

      Our adviser platform uses dynamic questioning to gather as much information as possible in a single sitting, with the end goal being an instant decision and cover for as many clients as possible.

    2. Never get stuck on a question again

      With our delegated underwriting you can share application questions directly and securely with your client via email ensuring they’re answered quickly and accurately.

    3. We’ve fixed financial underwriting

      We give you two options to protect your client's benefit, providing valuable reassurance for those with a fluctuating income.

    4. Your questions, answered

      If you have a question about a medical condition, a family history or an occupation, just call and we'll put you straight through to an underwriter.

    5. We do our utmost to cover anyone

      We look at more complex cases on an individual basis and often say yes when others might say no.

LITERATURE

Well worth a read.

Underwriting Guide
Life

Underwriting Guide

Download
Underwriting Guide
Income protection

Underwriting Guide

Download
Underwriting Guide
Health+

Underwriting Guide

Download