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Understanding the Paramedical Process: Helping Clients Navigate the Insurance Application Journey

Join Andrew Namo, Strategic Account Executive with ExamOne, for an informative session designed to help advisors better understand the paramedical process and support clients through a smoother insurance application experience. Learn how to prepare clients for their appointment, the benefits of pre-booking, the advisor’s role in the process, and what happens after bodily fluids are collected. The session will also cover MIB reports, APS requirements, the role of examiners, and access to online lab results, providing valuable insights into the underwriting journey.

This webinar is intended to enhance advisor knowledge and client preparedness.

NO CE CREDITS