Insurance Application Health Pre-Screening

Save time and increase conversion with secure and efficient data collection

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.

Insurance Application Health Pre-Screening Questionnaire

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.

Insurance intermediary dashboard for health pre-screening before insurance applications.

Easy as 1-2-3

  1. Send your client a link to your customised company page, and let them enter their health and lifestyle data, securely, in their own time.
  2. Receive a notification to your inbox when a client has completed a form.
  3. Log in securely within the data retention period of 90 days, to view or download client submitted data.
Insurance underwriter logos

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

Save time, increase conversion, and offer a better experience for your clients for just £9/user/month