XRAE Questionnaire Sections

70 views October 30, 2017 December 7, 2017 0

Overview

The questionnaire allows you to provide details about your client’s build, family history, blood pressure, cholesterol, and more. These sections are optional, but the more information you can provide, the more accurate your results will be.

 

Complete Questionnaire Sections

1. Access the various sections of the questionnaire via the options listed in the left navigation under “Questionnaire,” or by clicking the Go Back and Next Section buttons at the bottom of the screen.

For example, if you select Medical Conditions, you will be able to choose up to three medical conditions. Click Next Section to answer the corresponding questions.

Hint: For a summary of what you’ve completed, click the Case Summary link on the left navigation. This will put together all of the questions and answers you’ve completed in a simple format.

2. When you’ve provided as much information as you have available, select the Search Underwriting link in the left navigation. See our XRAE Search Results and Pricing article for additional information.

 

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