Underwriting requirements

The pre-screening guide

Comprehensive and easy to use, this tool will help you check whether an individual is eligible for insurance.

The pre-screening guide is an overview of the decisions that you would expect to certain conditions. The final decision could differ depending on the files submitted. A combination of medical factors can also result in a less favorable outcome.

Next steps

Personalized client leaflet explaining the next steps for completing an insurance application.


This guide is a tool to informally evaluate your client's eligibility for health insurance coverages of Desjardins Insurance from a medical point of view.

This guide provides the Preferred risk criteria table, the Height and Weight chart, the Underwriting requirements as well as the Preferred offer details.

This section only applies to joint last-to-die life insurance policies. Learn what options are available when one of the proposed insureds is uninsurable.