How does the Agility HealthPocket work?
The Agility HealthPocket is the combination of a proper Health Needs Assessment and a Broker Quoting Tool that allows you to give best advice to your clients.
A basic Health Needs Assessment (HNA) survey is completed to indicate what type of cover the client would require and the Broker Quoting Tool then populates that data into a proper quote for benefits according to the individual needs.
The Broker Quoting Tool provides you with multiple quotes based on the HNA that incorporate all the requirements through an integrated benefit offering as part of the same process.
The quotes provided by the Broker Quoting Tool can also be adapted to allow for better affordability or more comprehensive benefits. Flexibility is key, allowing you and the client to mix and match their cover to suit their circumstances.
The application process has also been simplified with one application form to be completed across all these different products.