Customized to fit your plan
Accurate entry underwriting allows you to price business correctly up-front.
Service Delivery Options
With PEO Velocity, we offer a spectrum of service delivery options for entry underwriting to meet your specific needs. This includes service delivery options from self-service entry underwriting to fully outsourced underwriting.
Documents & Forms
- Personal Health Questionnaires (2-25 employees, outsourced only)
- Group Health Questionnaires & Rate History
- Current Census
- Actual Experience (when available)
Technology
Let our technology platform support your entry underwriting process. Our technology includes:
- Cloud-based self-service underwriting, pricing, parity and contribution modeling
- Online forms that allow for easy distribution and collection of personal/general health questionnaires
- Technology & Process integrations with other leading PEO industry technology companies
Risk & Parity Tool (RAPT)
Our cloud-based online pricing, parity and sales tool can be leveraged to support your self-service entry underwriting. Components of the tool include:
- Pricing & optional self-service underwriting
- Parity & plan comparison
- Client-facing sales documents
- Client contribution modeling
- Integrations with PEO industry technology companies