Enhancements to Our Underwriting Process
At Olé Life, we are committed to staying at the forefront of innovation, ensuring that our services are not only efficient but also used to assess good risk. Therefore, as of December 1st, we are implementing a positive change to our tele-underwriting process: we are transitioning from WhatsApp calls to Video Conference calls.
How will this process work:
- Once the client has completed the application, they will receive an email from our team with a link to schedule the date and time that best suits their schedule. They will be able to schedule appointments up to 5 days in advance.
- After confirming their appointment, the client will receive follow ups with the video conference link to be able to connect to the call.
- As the agent, you will be informed in every step of the process via email.
This enhancement comes as a result of our ongoing efforts to provide the best possible service to our clients and streamline our underwriting procedures. We believe that incorporating video conferencing into our tele-underwriting calls will bring about several key benefits for both our agents and clients:
Enhanced Communication: Video calls provide a more immersive and interactive experience, allowing for clearer communication and understanding between our underwriting team and clients. This ensures that all relevant information is accurately conveyed.
Increased Trust and Personalization: Face-to-face interactions, even if virtual, foster a stronger sense of trust. Clients will appreciate the personalized touch that video calls bring to the underwriting process, strengthening our relationships and building confidence in our services.
Efficiency in Information Verification: Video calls facilitate real-time verification, reducing the time required for underwriting. This leads to quicker turnaround times and a more efficient overall process.
We understand that change can be an adjustment, but we are confident that this transition will ultimately contribute to the success of our team and the satisfaction of our clients. To assist you in this transition, attached you will find the underwriting requirements for our Easy Term and Master Term plans, where you can also see when the Tele-Underwriting calls will be required.
If you have any questions or concerns, please do not hesitate to reach out to our service team at [email protected]. We value your dedication and hard work, and we believe that this enhancement will make our collective efforts even more impactful.
