Pre-Qualification Question Assignments

When enabled for your brokerage, Pre-Qualification Questions display when launching a quote. The answers to these questions help determine if a client qualifies for a quote. Once your pre-qualification questions are set up, assign them to specific provinces and lines of business. One pre-qualification assignment can be made for each Province/Line of Business (LOB) combination.

Note: To use the Pre-Qualification Question feature, the Enable Pre-Qualification Questions on product launch setting must be enabled for the brokerage. This setting is located on the Settings tab in Utilities > Configure > Brokerages > Office Administration. To learn more about this setting, see the Office Administration article.

From the Desktop Navigation screen, click Utilities > Configure on the menubar then click Workflow Definitions > Pre-Qualifications on the navigation panel.

Add a Pre-Qualification Question Assignment

1. The Pre-Qualification Assignments screen displays. Click the Add button .
2. From the Province dropdown, select a province.
3. From the Lines of Business dropdown, select a line of business.
4. Select questions in the All Available Questions list.
5. Click the Add button to add the selected question(s) to the Selected Questions list. To move all questions to the Selected Questions list use the Add All button .
   
   Note: You can sort the Selected Questions using the arrows next to the list, and then drag and drop questions between the All Available Questions and Selected Questions lists.
   
6. Each assigned question has additional options in the Select an Option section to specify if there should be an indication of Warn or Disqualify based on the answer.

1. Select Yes or No in the If the answer is dropdown menu.

2. To associate Warn to this question, select the Warn radio button; to associate Disqualify to the question; select the Disqualify radio button.

3. If you selected Disqualify, you have the option to add comments in the Disqualify Comment field.

7. Repeat step 6 for the remaining selected questions.
8. When you are finished, click Finish to add the assignment or click Add to add additional assignments.

Edit a Pre-Qualification Question Assignment

1. The Pre-Qualification Assignments screen displays. Select the question you want to edit in the Pre-Qualification Question Assignments list.
2. Click the Edit button .
3. Revise the Province and/or Line of Business selections as necessary.
4. Revise the list of questions displaying in the All Available Questions list and/or in the Selected Questions list.
• Click the Add button to add the selected question(s) to the Selected Questions list. To move all questions to the Selected Questions list use the Add All button .
• Click the Remove button to remove the selected question(s) to the All Available Questions list. To move all questions to the All Available Questions list use the Remove All button .

Note: You can sort the Selected Questions using the arrows next to the list, and then drag and drop questions between the All Available Questions and Selected Questions lists.

5. In the Select an Option section, specify if there should be an indication of Warn or Disqualify based on the answer and select or revise the additional options in the Select an Option section as necessary.
• Select Yes or No in the If the answer is dropdown menu.
• To associate Warn to this question, select the Warn radio button; to associate Disqualify to the question; select the Disqualify radio button.
• If you selected Disqualify, you can add comments in the Disqualify Comment field.
6. Repeat step 5 for the remaining selected questions.
7. Click OK to save your changes.

Delete a Pre-Qualification Question Assignment

1. The Pre-Qualification Question Assignment screen displays. Select the question you want to delete in the Pre-Qualification Question Assignments list.
2. Click the Delete button .
3. The message Are sure you want to delete the question displays. Click Yes.

Quoting with Pre Qualification Question(s)

1. Launch AutoRater or PropertyRater to create a quote from the Desktop Navigation screen.
2. The Quote Information screen displays. Complete the information on this screen and click OK to continue.
3. If pre-qualifications questions are assigned to this province and line of business, the Pre-Qualification Questions screen displays. Answer the assigned questions that display.
   
   Mandatory questions display in bold and must be answered. If you click OK without answering a mandatory question, a message displays stating Mandatory questions must be answered.
   
   A checkmark  after a question indicates a qualified question.
   
   Answering a Warn question displays a yield image .
   
   If an answer to a Disqualify question activates the Disqualify, a stopper image  displays, if a Disqualify Comment is assigned, it displays as well.
   
   Disqualify answers display an Answer Override button  beside the response field for the question. The Answer Override button can override the question and provide additional Comments if needed.
   
   Note: If Disqualify questions are not overridden, you cannot proceed to the quote unless the Allow collection of underwriting details when disqualified setting is enabled in Brokerage Settings. If Disqualify questions are not overridden with this option enabled, the quote launches; however, a stopper validation message, Disqualified as per Pre-Qualification Questions, displays on the Validation tab when the Quote button is clicked.
4. Once the pre-qualification questions have been answered, click OK.
5. In Applied AutoRater and Applied PropertyRater on the Underwriting, Premium Summary, and Carrier Detail screens, you can view and print the Pre-Qualification Questions on assigned quotes from Document Centre, and from Quote > Pre-Qual. Questions on the menubar.
   Note: On the Desktop Navigation screen assigned, click Quote > Pre-Qual. Questions on the menubar to access Pre-Qualification Questions.