About scouts
A scout reads the files in a case and prepares a document for you, such as a completed annuity application or a cover letter. What a scout produces is called a deliverable. You review each deliverable before you use it.
Available scouts
Section titled “Available scouts”| Scout | What it prepares | Runs for | Needs |
|---|---|---|---|
| Annuity Application Generator | A carrier’s annuity application, filled in from the case files | Each claimant | A quote |
| Policy Validator | A check of an issued annuity policy against the quoted terms, with any differences flagged | Each claimant | An annuity policy |
| Policy Letter Generator | A signed cover letter to the claimant for their annuity policy | Each claimant | An annuity policy |
| Funding Request | A letter to the defense attorney or adjuster with the premium funding instructions | The whole case | A locked-in quote |
A scout becomes available when the case has the documents it needs. The Claimants tab shows which documents each claimant has.
Before you begin
Section titled “Before you begin”- Upload the case documents and wait until their status is Ready.
- For letters, make sure your signature is set up in your profile and your organization details are complete in Organization.