Assureweb Annuities

What is the electronic common quotation form?

Fully underwritten annuities offer your clients the ability to significantly enhance their guaranteed retirement income. The electronic common quotation form helps streamline the underwriting process by providing a fully automated online version of the traditional common quotation request form.

The Annuity Detailed Quote service offers a full electronic representation of the Common Quotation Request Form with real time underwritten rates, agreed, and approved by the major providers of enhanced annuities. Previously existing in paper form only, its aim is to simplify and speed up the process of retrieving rates from enhanced annuity providers for clients with health problems.

The form is intuitive with rich data capture and validation to ensure information is correctly formatted.

Our easy-to-use user interface allows you to process Annuity business more efficiently while saving you money.

Features

Comprehensive Medical Inputs

The following medical conditions will be able to be added to the health questionnaire for annuitant and dependent: Heart, Diabetes, Stroke, Cancer, Multiple Sclerosis, Respiratory, Neurological and Other.

Activities Of Daily Questionnaire

When major conditions are entered an additional Activities of Daily Living questionnaire is offered where impairments to key activities can be entered and associated with the conditions.

Guaranteed Rates

Enhanced Providers offer fully guaranteed rates through the service that can be applied for without further underwriting. We are working with all the providers to return guaranteed rates in as many instances as possible.