Pre-filling Underwriting Questions

How to quickly pre-populate underwriting questions on your Application

When on the Underwriting page of your application, the questions from the carrier will be loaded with no default selection, with an exclamation point and asterisk indicating both what is unanswered, and mandatory for rating.

Select Pre-fill with AI Underwriter to pre-populate the quote with the most commonly selected answers.

After selecting, review the provided answers and change any answers that apply, as the answers continue to be editable by the agent.

Once all answered have been confirmed, select Next to proceed to the next Carrier's underwriting questions.