Glossary      EZ-UnderWriting™ is a medical underwriting activities management tool for annuity provider, trust/bonds/banking product provider or any such business entity who is offering life contingent financial products.

       EZ-UnderWriting™ automates work processes, document generation, sharing & transmitting in a collaborative work environment for better customer service, higher productivity and accurate reporting.

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  • Complete medical underwriting activity management
  • Rated Age request, Underwriting to Sales tracking
  • Integrated with standard Impairment Codes
  • Integrated with proprietary underwriting formulas
  • Paperless underwriting operation
  • Integrated diary, calendar & email
  • Extension product to StructureManager
  • Accurate, quick and real-time reporting
  • Role/user-based security
  • Template based document generation
  • Complete document management and archival
  • Reasonably priced ready-to-go solution for quick-start


  • Automates digitizes and optimizes the entire medical underwriting process
  • Eliminates a lot of papers from the entire workflow
  • Digitization from the receipt of the medicals to confirmation of rated age makes it very fast and efficient
  • Tracks rated age from request all the way up to sales conversion
  • Success ratios and true potential of the rated age requests can be measured easily
  • Medical underwriting  specific tasks, diary, documents, notes, emails & more
  • Built on Microsoft platform with open and scalable architecture to fit right into existing infrastructure
  • Architecture allows interfaces with proprietary in-house systems via communication bus / services
  • Integrated with Word, Excel, Outlook, Notes, Adobe, RightFax, IBM FileNet, any networked scanner(s)
  • Quick slicing and dicing of data in real-time using reporting integrated with Microsoft Excel & Adobe PDF
  • Fully configurable & easily manageable user security based on user, role, task, calendar or any custom element
  • Create Word/PDF letters, emails & other personalized communication from defined templates
  • Continuous improvement in technology & feature-set based on best practices at no extra costs