#Committed2 You

Time to recognize our life insurance examiners

by Kem Snavely Frost on August 26, 2019

During the last week of August, we recognize our vital employees during Life Insurance Examiner Appreciation Week. Being an examiner and the “face” of ExamOne, they interact daily with individuals taking the time to protect their families with life insurance. Now we are taking the time to show them our gratitude for being our frontline ambassadors.

“Ms. Tonya Comfort was outgoing and kind, cheerful and personable, everything an examiner should be. She made me very comfortable and ensured I understood the process and the information given to me. I appreciate this service greatly. Thank you!” – Life insurance applicant survey

Meet your ExamOne examiners

On social media and online this week, you can get a glimpse into the lives of our examiners. We’ve compiled fun facts, compliments and professional achievements of our dedicated employees. Please take the time to join us in showing our appreciation for their efforts by liking, commenting, and sharing your own stories of their dedication to customer service and by using #ExaminerAppreciation on your posts.

I just wanted to mention that the phlebotomists who handled my appointment, Julia Brown, did an excellent job. She was professional and made me feel relaxed about the whole process. I tend to get queasy over getting blood drawn, but she made the process as quick and painless as possible.”Life insurance applicant survey

Help us grow our team

As you learn more about our examiners and you think it might be a career for you or someone you know, please connect with us. To find out more about being an examiner, visit our career page and follow our examiner-specific Examiner LinkedIn page.

Protecting families with life insurance

It’s no accident that Life Insurance Examiner Appreciation Week leads up to Life Insurance Awareness Month (LIAM) in September. Examiners play such an important role during the application process that it’s the perfect time to recognize their work helping families acquire life insurance. Thank you for joining us in celebrating the more than 2,500 examiners who represent ExamOne and our life insurance clients with pride every day.

Missie Mingus is amazing! Seriously. I love her energy and she made the process easy and painless.” – Life insurance applicant survey

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

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Phil Williamson, Vice President of National Sales, knows that life insurance keeps his family protected. With a wife, a young child, and another baby on the way, he has peace of mind knowing that his family is safe. In addition to his policy, he’s taking advantage of the health and wellness incentives offered by his […]

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Project Gratitude: Thankful for collaboration within the life insurance industry

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We gathered stories and words of gratitude to show our appreciation for the roles so many people play in helping protect more families with life insurance. We are grateful for the collaboration within our industry. Many advancements have come from group efforts involving client partners, vendors, and professional peers – ultimately benefiting more people and organizations. ExamOne’s […]

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Project Gratitude: Sharing our appreciation for the life insurance industry

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As the year is coming to an end, it’s a good time to reflect back on the people, processes, and purpose of the life insurance industry. With so much to be grateful for, we want to share some of those things with you. We gathered these stories of gratitude to show our appreciation for the […]

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