Reminder: Use the Electronic Medical Questionnaire

We recently released the Electronic Medical Questionnaire, our online version of the Full Underwriting Application Supplement. 

Agencies and producers who have access to eApp can request the questionnaire for their clients. In the online questionnaire, clients report their personal, employment, medical and other information. And they can do it at a time and place that’s convenient for them.

The Electronic Medical Questionnaire is not available in California, Florida, Montana, New York, North Dakota, South Carolina, South Dakota and Wyoming.

What You Need to Know

To use the Electronic Medical Questionnaire, you need access to the eApp system. If you or your producers already have access to eApp, you’re all set! If you’d like to have agency staff or producers provisioned for eApp, contact your sales consultant.

We encourage you to review important information online for use of the questionnaire. You’ll find guidance for the Electronic Medical Questionnaire and Producer Information Report. You can review this information and share with your team.

Agencies will need to review PIRs for all paper applications and eApps to determine if an Electronic Medical Questionnaire was selected. To initiate the Electronic Medical Questionnaire on behalf of a producer, you can use the agency flyer, below, for guidance.

Getting Started

Use these guides to help you and your team use the Electronic Medical Questionnaire:

For Agencies: The Agency Launch flyer
This guide shows the steps for starting the questionnaire for a producer.

For Producers:

• The Starting Guide for Electronic Medical Questionnaire
  This document gives an overview that helps producers prepare clients for reporting personal, employment and medical information.
• The Producer Launch flyer
  Like the agency guide, this flyer walks producers through the steps on how to set up and send the questionnaire link to their client.

For Clients: Getting Started Interactive Brochure
This interactive brochure helps prepare clients to use the Electronic Medical Questionnaire. It includes an overview of the questionnaire, estimated time to complete, how to sign the questionnaire and how to spot incomplete responses in the document.

Now you have all the details and a set of online guides, we hope you get started using the Electronic Medical Questionnaire.

If you have any questions, please contact your regional manager or regional director.

For Producers Only