Brokers

The ExamOne ordering site allows you to manage all your needs in one place, whether you’re looking to create a case, place an order, or anything in between. It allows you to view the status for individual orders so you’re able to keep track of each moving piece required for completion. The ExamOne portal* is utilized by clients and internal support users. These users include:

  • Insurance home offices
  • Direct marketers           
  • Agents
  • Agencies                     
  • ExamOne offices
  • Examiners

Here are a few tips and tricks for using the ExamOne ordering site:

Linking orders
Need to schedule an exam for two applicants at the same time? All users now have the ability to link orders. Users also have the ability to schedule linked orders— this means you can schedule a couple together and have the examiner complete two exams in one sitting. This enhancement will help minimize applicant touch points and trim down scheduling turnaround time.

Image viewing and downloading
Tired of spending time converting images to special file formats? We give you the ability to download images** in PDF or TIFF format based on insurance account specifications and order type.

Search tool enhancements

Searching for cases just got easier! The Quick Search customization option now gives you the option to search by email. The email field will be available to all users when customizing their quick search option.

Agency/Agent users profile notes (Special Instructions)
Got special instructions for your order or are you a case manager that needs a copy of the paperwork? The agent and agency profiles have been enhanced to accommodate a Special Instructions section. This section is intended for paperwork handling instructions and/or general instructions associated to your orders. Once added, these instructions will be on the order for internal users and examiners. Any provided notes will also print on the work order utilized by ExamOne’s field collection force.

Scheduling the exam date
Is locking in a date and time with the applicant challenging? ScheduleNow™ is a real-time appointment-setting tool that allows you to schedule the paramedical appointment at the same time you process the application. Recent improvements to the scheduling platform allow you and the applicant to quickly identify the best days and times to schedule appointments. If an examiner or exam center is not available, the date(s) and time(s) will be shaded out, making those non-clickable options for users.

If you do not have an online ordering account, go here for easy registration. 
If you have an account that you suspect may be deactivated, please email Support@ExamOne.com or ExamViewSupport@QuestDiagnostics.com. You can also call Technical Support at 1.866.452.2663 option 1 to reactivate.

*Your company has to allow online ordering to be able to access the ExamOne portal.
**Insurance carrier must allow and enable paperwork access.


What goes into a modern customer experience? It’s all about engaging customers in new and innovative ways. In the life insurance industry, customer experience impacts policy completion rates. Recognizing this drives our efforts and ensures that we are meeting the needs of the modern customer. Solutions that provide real-time context, convenience and visual information are key in this digital era.

Below are three key projects that ExamOne is working on to help modernize the customer experience with digital customer engagement.

  1. Proactively engage customers in key moments during the life insurance application journey with an enhanced scheduling tool. This upcoming initiative includes an interactive text messaging solution where applicants can schedule their own exams using ScheduleNow™, receive appointment reminders and real-time notifications.
  2. Provide consumers more options to provide their health history. Future updates will allow applicants to complete their medical questionnaire online and at a time and place that is convenient for them.
  3. Assist today’s consumer with research on their life insurance applicant experience with online educational resources. MyExamOne.com focuses on educating applicants on what to expect during and how to prepare for the paramedical exam process, as well as detailing location options for screenings.

To keep up in the digital world, modernizing the customer experience is the most important thing we can do. We are here to help create an engaging and convenient experience for your applicants by continually expanding upon and improving our online platforms.

Watch our video to see some of the ways we are modernizing the applicant experience.

Recent scheduling enhancements place an emphasis on the applicant experience

March 18, 2019 Brokers

ScheduleNow™ is a modern scheduling platform that helps speed up the application process. All ExamOne clients can take advantage of ScheduleNow’s capabilities, national coverage, and flexibility. Recent improvements to the scheduling platform allow users to quickly identify the best days and times to schedule appointments. If an examiner or exam center is not available, the […]

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Customer survey update: How customer feedback empowers innovation

March 12, 2019 Brokers

Using feedback from our customer survey, we’ve put together six action plan teams to address key opportunities our customers highlighted. Find out what they’re working on now.

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IT leader brings extensive experience in consumer design, innovation and agile methodology

January 23, 2019 Brokers

Meet our IT leader, Eric Saul Executive Director, Software Engineering and Design Eric leads a team of technology professionals responsible for application development and solution delivery in support of ExamOne’s growing business services. He works across the ExamOne divisions as an innovation-focused servant leader, ensuring technology solutions fulfill business requirements and meet customer needs. Prior […]

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1 easy way to engage applicants during the exam experience

December 21, 2018 Applicants

Are you providing the applicant’s email address when you place the order with ExamOne? Here are four reasons why the applicant’s email is important: Improve exam cycle time When the applicant’s email address is provided on the case, we will email* them an appointment confirmation with important details prior to their exam. If you’re not […]

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Customer survey: Using your insights to empower our decisions

October 24, 2018 Brokers

Throughout the past year, ExamOne has been changing. We’ve taken steps to ensure we are focused on the right thing—you, our customer. We also established a new mission to empower your decisions with health-based insights, a mission we believe supports both insurers and applicants on the journey to protecting more families with life insurance. In […]

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September celebrates Life Insurance Awareness Month

August 31, 2018 Brokers

As a leading provider of decision support products for life insurers, we are excited to support one of the industry’s important initiatives – Life Insurance Awareness Month (LIAM). Today, nearly 60% of adults own some type of life insurance, but research shows the coverage they have may not be enough. More than one-third of all […]

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Keeping our finger on the pulse of the life insurance industry

May 8, 2018 #Committed2 You

Have you ever stopped to consider all the different stages in the cycle of a life insurance application and how they affect each other? Think about it. Before a policy is approved, a typical application will need to be handled by a broker, an exam vendor and an underwriter… at the very least. With so […]

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Helping life insurance brokers be their best: 1-Minute Broker Tips

April 25, 2018 Ask The Experts

Last year, we kicked off our “How we can help” campaign, highlighting the personalized solutions we offer our brokerage and distribution clients. This year, we want to dive even deeper into our Superior Solutions model by providing handy tips and information for case managers. This new series, “1-Minute Broker Tips”, offers quick tidbits of advice […]

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