exam scheduling

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.


Millennials, misconceptions and modern technology

by Lindsey Amaya on May 9, 2019

Our Director of Development Engineering, Eric Saul, recently had the opportunity to speak at the 2019 Association of Home Office Underwriters Conference (AHOU) in New Orleans. As a technology professional for more than 20 years, he has seen how consumer behaviors drive innovation and improvements in technology. Now, with more millennials than baby boomers as primary consumers, Eric delved into some of the behaviors of this large generation and how their expectations and experiences can be leveraged to take the life insurance purchasing process to the next level.

Specifically, Eric explored four key traits of millennials and how they may affect their engagement and commitment to the life insurance journey:

  • Millennial misconceptions about life insurance
  • Millennials like to be informed
  • Millennials are connected
  • Millennials expect instant gratification

Minimizing the misconceptions

Millennials are the largest generation in history, yet half of these individuals do not own life insurance. The 2018 LIMRA and Life Happens Barometer study reported that 51% of millennials do not have life insurance. Furthermore, millennials are overestimating the cost of life insurance, sometimes by nearly five times the actual cost.

millennials without life insurance

Misconceptions may also be why individuals drop out in the life insurance process once they have started. An ExamOne client recently shared their internal study of drop-off activity as applicants moved through the process and discovered the majority dropped off at the paramedical exam. By making the process easier with scheduling enhancements and convenient exam options and  locations, drop offs  may be alleviated. Our data shows an 89% completion rate for millennials who complete their paramedical exam at an in-center location.

Millennials like to be informed

Many millennials are 57% of the way through the buying process before they actually involve the seller. When it comes to the life insurance process, many still do their research before engaging with a life insurance agent or advisor. Because of their desire to be informed, millennials may better understand how preferred statuses are determined and may be more inclined to not disclose some of their medical conditions and/or smoking status.

In a 20-year comparison study conducted on ExamOne life insurance applicants, tobacco use by millennials declined by 9%. On the flip side, tobacco non-disclosure has gone up 6% and continues to be slightly higher than the 35+ age group. 

Diabetes raises another concern for this generation. For ages 18-38, non-disclosure fluctuates between 60% and 85%. Members of this generation may not have been tested and/or diagnosed with diabetes – ultimately causing a high non-disclosure. They may simply be unaware they have this condition.

diabetes non disclosure

Millennials are connected

In a not-so-surprising statistic, 5 billion people around the world have the ability to text. Looking at just the millennial generation, this group is considered texters, not talkers. Text messaging is their #1 preferred business communication channel. Additionally, 75% of millennials think text is a helpful way to receive appointment reminders, as well as surveys and promotions.

In 2019, ExamOne will launch our texting initiative. This service will provide a scheduling outreach program that includes exam reminders and confirmations, designed to help increase completion rates. Another added convenience will be providing an online option for applicants to complete their personal history interview. The online interview platform will leverage existing medical history scripts and will allow the applicant to complete their interview at a time that is convenient for their busy, on-the-go lifestyle.

Millennials expect instant gratification

Consumer behaviors have changed the way businesses work today. From Amazon Prime to grocery store delivery and saying, “Alexa®, order me paper towels,” instant gratification has become a quintessential part of how businesses structure their platforms.

By working together, we can provide millennial consumers the modern technology they desire to help keep them engaged, informed, connected and ultimately protected with life insurance.  

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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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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How we can help you grow your brokerage business

February 2, 2017 #Committed2 You

The beginning of the year is a great time to review your business strategies and explore improvement opportunities. Whether you believe in resolutions or not, making a list of action items can help you achieve your goals in 2017—and we’re here to help. See how our ExamOne Superior Solutions has tailored our offerings to meet your unique […]

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Welcoming busy applicants with choice and convenience

January 18, 2017 Applicants

Location, location, location. This is a common catch phrase in real estate, but it’s also becoming more important to life insurance applicants as well. In today’s busy and very mobile society, consumers—including life insurance applicants—want options that best meet their on-the-go lifestyles. To meet this growing consumer demand, ExamOne gives applicants a choice when deciding […]

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Ask the Experts: Effective exam scheduling options with ScheduleNow

October 31, 2016 Ask The Experts

Is ScheduleNow available to all clients? All ExamOne clients can take advantage of ScheduleNow’s capabilities, national coverage, and flexibility. This tool is available for online users to schedule paramedical exams when submitting orders through our website and is used by our call center to schedule a paramedical exam at the end of the medical history telephone […]

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More options = happier applicants!

August 16, 2016 #Committed2 You

Providing applicants with choices and convenience Your applicants made an important decision to protect the ones they love and we want to make the application and examination process as quick and easy as possible. ExamOne is the only paramedical company that offers your applicants the convenience of real-time appointment scheduling and a choice between the most […]

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Do you want to improve your completion rate?

May 29, 2015 Carriers

The industry average turnaround time is two weeks. Schedule Now averages a turnaround time of one week by using multiple locations, real-time scheduling and more accurate examiner calendars. Applicant convenience is the most important piece of scheduling and we offer multiple location options – home, work, local ExamOne office or one of our Quest Diagnostics […]

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Life Insurance – A Key Part of a Sound Financial Plan

September 3, 2014 Carriers

ExamOne Supports Life Insurance Awareness Month in September ExamOne, a leader of laboratory testing, underwriting and paramedical services to the life insurance industry, is supporting Life Insurance Awareness Month, organized by the Life and Health Insurance Foundation for Education (LIFE). During the month of September, the LIFE Foundation is highlighting the need for financial security […]

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