How it works

  • The Agility HealthPocket is the combination of a proper Health Needs Assessment and a Broker Quoting Tool that allows you to give best advice toyour clients.

  • A basic Health Needs Assessment (HNA) indicates what type of cover the client requires and the Broker Quoting Toolthen 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.

  • Application is easy with one application form to be completed across all these different products