At Carfagno Insurance, we've partnered with Rolling Solutions to bring you XRAE. We are confident that you will find this to be the most valuable and powerful new tool in your field underwriting arsenal.
XRAE is a web-based field underwriting tool we are adopting to give our producers the underwriting expertise to ask all the right questions of their clients, submit the cases to us electronically for evaluation, track all of your quick-quote cases and the communications related to them and receive rapid responses from us. By adopting XRAE, we are not only giving our producers a unique benefit but are also plugging our agency directly into the underwriting minds of the carriers giving us access to proprietary, unpublished underwriting rules which will enable us to give you quick-quotes based on rules to which other producers do not have access.
HOW IT WORKS XRAE General Risk Profile
Once you log into our website and launch XRAE, you can create a new client and enter the client's name. You then enter as little or as much of the client's medical information as you want evaluated into the XRAE General Risk Profile. The General Risk Profile page begins with 19 basic underwriting questions. As questions are answered, follow-up questions are automatically generated based upon the answers given. You are only required to enter the client's date of birth and gender. Beyond those required questions, it is up to you to answer whatever additional questions you choose. At that time, you send the answers to us with the client of a button and we will suggest a class for your client. XRAE provides you with instant expertise by giving you the right questions to ask your clients. This reduces or even eliminates having to go back to the client to ask additional questions. Give XRAE a try with your next client! Or, if you're ready now, click the button below (a new window will open).