Producers

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.


Savvy consumers research big purchases, like life insurance, online. With YouTube considered the 2nd most-used search engine, many are finding this information in video format. In addition to research, studies show that 90% of customers said videos helped them make buying decisions. Increased traffic and views of ExamOne’s video content on the ExamOne YouTube page reflect these trends.

Our stats show that these are 3 of our most popular videos on the ExamOne YouTube page this year. See how simply clicking the play button can help educate agents, brokers, and life insurance applicants on the application process.


1. How to prepare for a life insurance exam

Sharing this video with your clients helps ensure a smooth and convenient experience during the application process. The video outlines each step of the exam process so applicants are more prepared. If an applicant discovers this video in their personal research, the content is applicable for the majority of insurers’ procedures so you can be confident that they received accurate information.


2. Online laboratory results from ExamOne

This video is also beneficial to agents, brokers, and applicants. Watching this video can help agents and brokers become more familiar with the value-added benefit of online laboratory results they are providing to their clients. In addition, seeing the consumer-friendly, interactive online experience of an applicant’s personal health data can help reinforce their decision of the importance of completing the application process.

The video is also available in French.


3. ScheduleNow™ enhancements

“How to” videos are some of the most popular on the internet. This video is similar in nature because it walks agents and brokers through the enhanced features on our online scheduling platform. The video demo outlines the steps on how to utilize our real-time availability appointment calendar with improved examiner location and exam center location matching. You and your applicants can both benefit from scheduling online with reduced turnaround times.

With 100 million internet users watching online videos each day, the popularity and need for consumer research and education in video format will continue to grow. When our clients and consumers go to the “search bar” to find the life insurance tools and resources they need, ExamOne’s extensive video library on our YouTube page is on 24 hours a day, 7 days a week.


Find more tips on how to use videos to engage and educate consumers on life insurance in this blog post.

Modernizing the life insurance applicant experience through digital engagement

April 25, 2019 Applicants

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 […]

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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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3 ways to help “insure your love” in February

January 31, 2019 Producers

The 2018 Life Insurance Barometer study revealed 78% agree that preparing financially for life’s unknowns is a way to show your loved ones you care. This makes February and Valentine’s Day a perfect time to remind clients to protect loved ones through proper life insurance planning. See a few ways below on how to share this […]

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Innovating with a customer focus

January 29, 2019 Carriers

Consumer habits are a key driver in today’s business strategies. If a business is slow to adapt to changing trends, they must be prepared for someone else to do so. A popular graphic illustrates this reality, ultimately concluding that technology by itself is not the disruptor. Not being focused on your customer is the biggest […]

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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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3 tips on how to use videos to educate consumers on life insurance

January 16, 2019 Producers

Consumers are watching more online videos than ever before. And it’s more than just viral cute cat videos. Life insurance is an unfamiliar subject for many and savvy consumers are seeking out more information. How can you help your prospect and current clients learn more about insurance-related information in a video format? 100 MILLION INTERNET […]

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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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