Securely gather individual medical health data to find complete and comprehensive medically underwritten plans.
If you offer medically underwritten, level-funded, or self-funded plans, then it’s essential to have a way to quickly and securely gather employee medical health data. For insurance brokers, this can be a time-intensive task.
Quote+ Medical Health Questionnaire
Quickly and securely gather employees’ medical health history for quoting and proposing medically underwritten plans and products. Quote+ walks employees through every required step to complete enrollment with a medically underwritten plan. The online interview securely gathers demographic data, medical history information, and information on covered dependents and relations.
Store this data securely within Quote+, then map the information to carrier forms and send it through our HIPAA-compliant software. With this information, you can easily pull medically underwritten quotes for consideration and speed up the process for enrollment.
Workflow Automation for Medical Health Questionnaire
Gathering medically underwritten quotes does require employees to go through medical health underwriting— a process that takes time, management, and coordination from the broker. Using Quote+, you can centralize this process in one location and manage it hands-off with built-in automation. Set up open dates for employees with triggered emails that welcome them to the process and ensure they complete their interviews.