Limit Quote & Apply to No Exam Products
9/29/2021 · 1 min read
Limiting your quoting results to products that do not have an exam can make the underwriting process faster and easier for clients and agents.
Quote & Apply supports the following no exam product filters:
- Limit to Possibly No Exam: limits results to products that may have an exam, as well as products that are guaranteed to not have an exam. An example of a product that may have an exam is Banner Life's products where an exam is not needed up to $2,000,000 up to age 60 if the insured has completed a doctor's visit with labs in the last 18 months. Products where an exam is certain will not be returned.
- Limit to Guaranteed No Exam: limits results to products that are guaranteed to not have an exam.
You can modify the Limit To No Exam Products on the Quote & Apply settings within BOSS:
When Limit To No Exam Products is set to "Guaranteed No Exam", only SBLI shows up in this example:
When Limit To No Exam Products is set to "Possibly No Exam", additional products show up: