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UNDERWRITING Qi

Underwriting question? Just ask…
Underwriting Qi is our presales tool that arms you with all facts about how we will rate and underwrite your client before you apply.

The Key Benefits Of underwriting Qi
full underwriting<br/>rule set

full underwriting
rule set

Qi contains our full underwriting rule set, covering all medical conditions, occupations, and activities.

INDICATIONS FOR MULTIPLE<br/>CONDITIONS

INDICATIONS FOR MULTIPLE
CONDITIONS

Qi allows you to enter multiple conditions, making it easier to get a clear indication for complex cases.

PDF<br/>download

PDF
download

You can download your quick indication as a PDF to share with your client

Underwriting Qi can be accessed from your adviser dashboard at any time.
UNDERWRITING GUIDE

The questions we ask and the
information we need.

Our interactive underwriting guide has been designed to help you accurately complete our application for the most frequently disclosed medical conditions, sports activities, occupations, and residence.

WE’VE RECENTLY RE-ENGINEERED
Qi, IT NOW CONTAINS OUR FULL
UNDERWRITING RULE SET AND
CAN PROVIDE INDICATIONS FOR
CLIENTS WITH MULTIPLE
MEDICAL CONDITIONS.

Linda Holmes
Chief Technology Officer

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PROTECTION
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