SAGE
Smarter Field Underwriting
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Upload Client CQF
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Drop CQF PDF here or
click to select
Supports single or multiple files — drop up to a dozen at once
⚡ Quick Lookup
No CQF needed — type a brief client description
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Client Profile
📄 View CQF
↺ Re-upload
⚡ Run Underwriting Analysis
⚠ Client notes updated since last analysis — re-run analysis to reflect changes.
🗑 Delete Client
Underwriting Analysis Results
📋 Sales Appointment Questions
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💬 Follow-up Questions — Clarify or refine the analysis
Analysis complete. Ask me to clarify any determination, correct information from the CQF, or check a specific carrier's lookback period.
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Carrier Products
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Term
Whole Life
IUL
UL
Accidental Death
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Cross-Carrier Reference
↑ Import CSV
↓ Export CSV
⚙ Manage Mappings
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No reference data yet
Export the Symmetry cheat sheet from Google Sheets:
File → Download → Comma Separated Values (.csv)
Then click
↑ Import CSV
above.
The grid will show conditions as rows and carriers as columns,
color-coded by how each carrier handles that condition.
Search all carrier columns (not just condition names)
Hover any cell to see full text. Source: Symmetry Underwriting Cheat Sheet.
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