Tele-underwriting terms need clarification - Bright Grey

Roger Edwards, product director at Bright Grey, says that confusion exists in the market about what tele-underwriting means in relation to what providers are offering. “For those advisers who are beginning to place tele-underwriting as a pre-requisite for doing business with a provider it can be difficult to compare exactly what each provider offers,” he says. Edwards argues that some companies use the term tele-underwriting to mean gathering any amount of information over the phone, which may include personal or occupational health details - commonly referred to as ‘big T’ - while other ...