Increase Conversion
An easy-to-use online form removes decision barriers and can increase your protection conversion rates.
Save Time
Get to know your client’s health and lifestyle pre fact find. Quicker than a paper form or consultation.
More Efficient
Speed up your underwriting process and avoid wasting time on failed applications.
More Secure
Secure data entry protects you and your clients. Log in to access applicant data.
Capture Client Data
Health Hub is a health questionnaire tool that processes insurance applicant health data on behalf of partner companies, including insurance advisors, insurance companies and insurance brokers.
Become a partner company and use Health Hub to record your client’s health and lifestyle information pre fact-find to give you the cutting edge in advice. Pre-appointment you will have all the information you need to ascertain which insurers and products will be available to the client.
Embed your customised form on your own website, feeding data directly into your Health Hub dashboard, offering your clients a seamless, branded experience.
Easy as 1-2-3
- Send your client a link to your customised company page, and let them enter their health and lifestyle data, securely, in their own time.
- Receive a notification to your inbox when a client has completed a form.
- Log in securely within the data retention period of 90 days, to view or download client submitted data.
Improve Your Workflow
Optionally send client data to selected underwriters for pre-sales quotation advice related to health disclosures.
Send an invitation to clients to complete their health data submission, and then track submission statistics, all directly from your dashboard.
Loved By Advisers
Introducing the Health Hub questionnaire has been revolutionary to my business. As the founder of a mortgage business that treats protection as importantly as the mortgage, incorporating the questionnaire ensures that my advisers receive clients detailed health information early in the customer journey. This enables our advisers to manage client expectations, especially around budget and ensures they can start research as early as possible for our clients.
We have embedded the link to the questionnaire in our CRM system, so clients complete it at the most appropriate time during their journey. Finally, the new pre underwriting feature is a game changer for our advisers, saving them research time to spend on helping even more clients protect themselves.
Abode Mortgage & Protection
We used to run our own form for data capture and would have to constantly update. We swapped to Health Hub and firstly quicker and easier to send to clients. We have been able to embed in our website and feedback from clients has been very positive.
From a compliance perspective it has been a benefit as we now have an audit of not just the clients answers but the choices they were given originally as well.
The contact provider feature is a god send and helpful in getting the right information out and back as quickly as possible. Just annoyed that I did not find this tool years ago!
XL Financial Services
We’ve been using Health Hub for a number of months now and recommended it to others.
A simple questionnaire from the clients highlighting any potential issues with their protection application before submission has been invaluable.
Before submitting a case we have the ability to forward the questionnaires to a range of pre-underwriting teams to get an idea of what to expect once underwritten to help manage clients expectations.
This has meant that not only are we not clogging up underwriters with cases that may be declined, we don’t quote unrealistic premiums that will come back much higher than anticipated or not be available at all.
I would recommend Health Hub to anyone that wants to have a better and more realistic conversation with their clients about their protection and reduce the amount of submissions that won’t go anywhere. No more submit and hope for the best and then have to let clients down when the cover they wanted is declined or so highly rated its not realistic.
Faulkner Powell Mortgages
As a new user to the Health Hub service, I would totally recommend this service as this is a great tool to not only get accurate information from the client directly but also simplifies the research by being able to send the questionnaires directly to the providers to get an indicative response.
Go Finance
Health Hub has made our protection process so much easier. We used to have our own online questionnaire but the way Health Hub works really simplifies it for both the client and myself as the adviser. Knowing that all the key information is provided ensuring compliance is met it’s allowed me to spend more time with clients than just collecting data.
Make Mortgages Easy