Pre-Qualification Questions

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. In order for these questions to display when launching a quote, they must be configured by first defining the pre-qualification questions then assigning them to specific provinces and lines of business.

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

The Pre-Qualifications Questions screen displays. Click the Add button .
Select Yes/No or Yes/No/N/A as the Question Type.
Enter the question in English in the English Description field.
Enter the question in French in the French Description field.
The Mandatory checkbox is selected by default. Deselect the checkbox if an answer is not required.
Click Finish to add the question or click Add to add additional questions.

Edit a Pre-Qualification Question

The Pre-Qualifications Questions screen displays. Select a question in the Pre-Qualification Questions list and click the Edit button .
If necessary, revise the Type selection to either Yes/No or Yes/No/N/A.
Revise the question in English and/or in French as necessary.
If necessary, select/deselect the Mandatory checkbox.
Click Finish to save your changes.

Delete a Pre Qualification Question

The Pre-Qualifications Administration screen displays. Select the question you want to delete in the Pre-Qualification Questions list.
Click the Delete button .
The message Are sure you want to delete the question displays. Click Yes.