So you met with your client, helped determine their life insurance needs, and filled out the application. Weeks have passed and now the case is expiring, incomplete. Here are a few solutions to help avoid this phenomenon when clients don’t schedule their paramedical exam. We are here to help you and your clients experience a smooth paramedical process and receive coverage ASAP.

Explain the why

Talk about the benefits and make the stakes tangible. A fully-underwritten policy using current biometrics may provide significant premium savings to your clients. Communicating that can help explain the importance of the process and motivate timely follow-through. Translate their potential monthly savings quote into “number of fancy lattes” or whatever is important to them.

Walk through the process together. Addressing concerns ahead of time by explaining the necessary medical requirements can make the difference in your completion rates. The ExamOne website offers pre-exam resources in multiple formats and languages here. Remind your client that this can also be a great time to check in with their health. After the exam is completed, your applicant receives exam results* in an interactive health report called Inside Look®.

Take advantage of tech tools

Significantly reduce turnaround time by using ScheduleNow™. When you submit the exam order online, you can access our real-time schedule and reserve the appointment. This means you can get a commitment from the applicant to take the next step and schedule the paramedical appointment at the same time you process the application. Using ScheduleNow eliminates the need for follow-up calls to the applicant and shaves days off the total turnaround time.

Your clients are busy. Now you can use new and more convenient ways to reach them during the process, including email scheduling. When an email is included on the application, our system sends out an email* with a link to access our schedule online. We also email appointment reminders and a survey to gather feedback after their exam is completed.

Your clients are busy. Now you can use new and more convenient ways to reach them during the process, including email scheduling.

Keep engaged with your client

It’s tempting to treat the paramedical process as “set it and forget it.” We encourage you instead to stay involved, since when you treat it as time-sensitive and important so will your client.

You can track your cases through your home office’s system or through our portal to see actions taken to complete the process. If you see that we’ve attempted to reach your client a few times with no success, please reach out to them with a gentle reminder.

We want to be your partners in the life insurance process, working with you and your client to reach the goal of an issued policy. For more information on our resources and how ExamOne can help improve exam completion rates, contact your local sales representative.

*Subject to carrier participation

Recognizing our hardworking employees

by Kem Snavely Frost on August 15, 2019

At ExamOne we’re committed to helping protect loved ones with life insurance. Our employees are a crucial element in our success. Each year, we recognize the efforts of the hardworking employees who are proven leaders in demonstrating our commitment to the life insurance industry.

We recently connected with each winner to learn more about them and what it takes to become successful members of the ExamOne team.

Meet more of our award-winning employees.

Matt Bartkowiak
Award: Producer Sales Manager of the Year

“Matt is a natural leader with a high level of integrity and is always looking for ways to improve his communication skills. He and his sales team are dedicated to putting customers first each and every day. That is why he was recognized as one of our top performers and sales leader.” – Dan Kemp, Sales Leader

Time with ExamOne: 13 years

What’s the most rewarding part of your job or what do you love most about it?

One of the most rewarding parts of my job is being involved in the growth and development of our people.

What’s one unique strategy that helped you win business or serve our customers in 2018?
A shift in mindset with a simple daily to-do list: Replace have to with get to. This simple shift in thinking has tremendous value and leads to positive results in our daily interactions.

Favorite quote or saying?
“Three things you control every day are your attitude, your effort and your actions”  – Jon Gordon

What do you like to do in your free time?
First and foremost I enjoy spending time with my family. My wife and I have a 4-year -old son named Aden and a 9-year-old golden retriever named Tipsy. I have a passion for the outdoors, enjoy reading and staying active through sports and exercise.

Ask the Expert: Discover more about historical laboratory data for life insurance underwriting

July 29, 2019 Ask The Experts

Historical laboratory data is of unique importance to insurers because it provides a retrospective view of an applicant’s health. Insights from our LabPiQture report can help insurers build a longitudinal history of an individual’s last seven years. Brian Lanzrath, our Director of Analytics and LabPiQture expert, answers some of the commonly asked questions we receive […]

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Life insurance tools and resources at your fingertips

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How can ExamOne make it easier for you to order life insurance exams and educate your applicants on the application process? At home, you may have Alexa® to help with daily tasks. In your car, you probably have a GPS to help you navigate. And on your phone, Siri® is always at your fingertips to […]

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Laboratory insights on male life insurance applicants reveal high diabetes and hypertension rates

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Last month we discussed five of the most common diagnoses codes among female life insurance applicants. Now, we are shifting that focus to male applicants and taking a look at their top five diagnoses revealed through LabPiQture™, as well as some of their surprising non-disclosure results discovered through laboratory testing. Top five diagnoses codes among […]

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Exam completion rate case study

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One of the challenges facing the direct-to-consumer segment of the life insurance industry is improving completion percentage. Over the last year, we analyzed our client’s data to compare how and where applicants schedule exams, and measure the impact on completion rates. Three common factors emerged to demonstrate the effectiveness of utilizing some of ExamOne’s tools […]

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Learn more about the life insurance application process

June 28, 2019 Producers

Congratulations for taking the important step to protect your family with life insurance. We are here to help explain the process and steps you need to complete for an easy and successful application experience.  Life insurance agents have shared with us some of the most common questions they receive from their applicants during the process. […]

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Why am I getting a blood draw to apply for life insurance?

June 28, 2019 Producers

You are in the process of applying for life insurance and have found out you need a medical exam (also referred to as a paramedical exam) that includes a blood draw.  You may be wondering what is involved and want more details on why and how it will take place. We are here to walk […]

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Ask the Expert: Getting the most out of your prescription history report

June 25, 2019 Ask The Experts

A prescription history (ScriptCheck®) report can provide underwriters immense detail into an applicant’s prescription drug use.* From identifying medication not disclosed in the interview to understanding prescription adherence, a prescription history report can help underwriters identify potential red flags when making underwriting decisions. Marnie Vieselmeyer, ExamOne’s new Data Specialist Strategic Account Executive, answers some common […]

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Celebrating our employees’ commitment and contributions in the past, present, and future

June 18, 2019 #Committed2 You

Last week, we honored thousands of colleagues during our annual Recognition Day by recognizing employees’ milestone service anniversaries. The efforts and commitment of our long-time employees help us continue to create inspiring workplaces for all of our employees. This year, we recognized more than 5,700 team members who are reaching a Quest milestone anniversary—five years […]

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