Needs to include Record whether a client has ever smoked, plus the month/year they last smoked as solution builder now needs this informatio
Needs to include Record whether a client has ever smoked, plus the month/year they last smoked as solution builder now needs this information
SolutionBuilder to help deliver even greater accuracy and clarity at quote stage.
You can now capture clients’ smoking history and - where providers support it - have this information passed directly into their quote calculations. This update helps deliver more precise premiums, improved transparency, and fewer surprises later in the journey.
What’s new:
• Record whether a client has ever smoked, plus the month/year they last smoked
• When a provider considers smoking history, a Smoking History badge will appear beneath the quoted premium
• No extra steps added - the information fits seamlessly into your existing workflow
Robert Riach
shared this idea