The current process for ordering a tele-interview is as follows:
Tele-Underwriting Order -
- This order is placed with ExamOne by New Business after Underwriting has completed their initial review of the application. ExamOne will begin contacting the client within 24 hours of the order being placed. An order number and the ExamOne phone number are provided to the agent when this occurs through an email. We recommend the agent forward this information to the client promptly. The client’s prompt completion of the tele-interview allows us to proceed with our review of the case.
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Tele-interviews should be completed when the client has sufficient time (15-20 minutes depending on health history) and has all pertinent information accessible. They will be asked to provide the details on their health care provider(s) including: name, address, telephone number, date, and reason for last visit. The client should have all of their medication names and dosages available and be able to provide specific details of diagnoses/treatments/physicians for any health issues they have experienced. Complete and accurate information will help the underwriting process move along efficiently.
- Please be sure that you encourage your clients to be as honest and up front as they can so that the Underwriting process moves forward more smoothly. Keep in mind that other avenues may uncover discrepancies in the answers, requiring further investigation.
Paramedical Exam (could include Physical Measurements, Blood & UA, EKG) -
- Once the Tele-interview is completed the Paramedical Exam Order is automatically placed. An examiner will be assigned to the case and will begin contacting the client to schedule the exam.
Did You Know?
You can have your own log in for the ExamOne portal. If you have this set up, we are able to tag you so you can monitor your client’s progress.
