We will add a new feature to give you more autonomy and help you produce illustrations even more efficiently. This feature will be available on April 16 in the afternoon.
You will be able to create illustrations for joint last-to-die insurance, even if one of the proposed insureds was declined coverage following an analysis by our underwriting team.
It’s simple! Just check the appropriate box in the illustration application.
Then, attach the new illustration to the requirement in the Pending Business tool (PB tool).
This new feature allows the production of different illustrations for your clients based on the changes required after our underwriting team has declined coverage for a proposed insured.
Did you know?
When someone is declined joint last-to-die coverage,
we offer a discount that’s automatically granted if they choose to keep their initial coverage. You just need to accept the offer in the PB tool.
