Agent portal underwriting details View underwriting details in the Customers tab to help you better understand the outcome and guide your next steps with clients.
Hereʼs examples of what youʼll see:
● Congrats! Your client was approved with [Carrier] for [Face amount] , [Term] at [$ monthly premium] . This decision was based on info from the application and your clientʼs health and lifestyle. Key factors: X, Y, Z. ● Thanks for submitting the application. Based on what weʼve seen, the best fit for your client is TruStage. This is due to application info and health/lifestyle factors. Key items: X, Y, Z.
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