Agent Tool

American Amicable Final Expense

Immediate / ROP / Graded pre-screen

Pre-screen only: This tool applies the rules from the American Amicable material provided to me. It is not a final underwriting decision. Verify the current application, product availability, state rules and carrier underwriting before submitting.

Tap YES or NO once to move forward. If an answer rules out a plan, you can continue screening for the remaining option.

Ready

How the decision engine works

The 2-year questions are checked before the 3-year questions. This matters because conditions occurring within 2 years are routed to ROP by the supplied application language, while qualifying 3-year history is routed to Graded when Questions 4–7 are all No.