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 β drop up to a dozen at once
β‘ Quick Lookup
No CQF needed β type a brief client description
β Back
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Client Profile
π View CQF
βΊ Re-upload
β‘ Run Underwriting Analysis
β Client notes updated since last analysis β re-run analysis to reflect changes.
π Delete Client
Underwriting Analysis Results
π Sales Appointment Questions
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π¬ Follow-up Questions β 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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All
Term
Whole Life
IUL
UL
Accidental Death
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β Export CSV
β Manage Mappings
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Export the Symmetry cheat sheet from Google Sheets:
File β Download β Comma Separated Values (.csv)
Then click
β 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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