Make Electronic Medical Questionnaire Part of Your IDI Application Process
As summer arrives, we have an increase of demands on our time and attention. Using convenient, online tools can help you and your clients check off the to-do list and save time.
Using the Electronic Medical Questionnaire will improve your agency’s IDI application process.*
The Questionnaire Advantage
Your agency has access to the Electronic Medical Questionnaire through your My Home account with
The Standard. If your agency already uses eApp, the questionnaire is the application supplement in the same format and platform.
As an agency, you can start the Electronic Medical Questionnaire on behalf of your producers. You only need some basic client information to get started. In three simple steps, your agency can send the questionnaire to your client for completion and e-signature. No agency or producer signature is required for the Electronic Medical Questionnaire.
Look at the online guide for agencies for the process.
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PRODUCER submits request to the agency to launch the Electronic Medical Questionnaire. Provides applicant’s first name, last name, last four of SSN, state of residence, email address and cell phone number. | AGENCY STAFF launches the Electronic Medical Questionnaire, including the client info provided. Next, sends questionnaire link by email or text to the client. | Client completes the Electronic Medical Questionnaire and signs. | Completed and signed questionnaire submitted to The Standard home office. |
If any of your producers use eApp, they also have access to the Electronic Medical Questionnaire. Ask your sales consultant if you’d like to set up producers to use eApp and the Electronic Medical Questionnaire.
For producers, the following resources are available for using the questionnaire:
- Launch Electronic Medical Questionnaire for Producers
- Getting Started With Electronic Medical Questionnaire
Convenient Client Experience
Your clients can have a convenient Electronic Medical Questionnaire experience too. After receiving the application by email or text, they can complete and sign by computer, tablet or phone. With the questionnaire, they’re able to respond right away.
They can complete their questionnaire in less time than a phone interview. There’s no need to schedule an appointment to provide their medical history.
Your agency and producers can streamline the application process for yourself and your clients.
If you have questions about the Electronic Medical Questionnaire, please contact your regional director.
For Producers Only