Needs Analysis and Qualifying questions

---

*Ask all questions outlined on survey in EAPP, the following is for demonstration purposes*

Before we begin, I need to grab your date of birth (get both spouses info here)

1. Any cancers, heart attacks, or strokes in the past 2 years? 
2. Any DUI’s probation, parole?  
3. Are you a tobacco user? 
4. Are you currently on any medications? 
5. This last question is something they ask due to the high prevalence in (province). Is there any family history of cancer? This does not affect your eligibility but does help us determine what programs make the most sense for you. 

🡪 In your training you will learn what “Yes” to any of these questions mean in terms of eligibility 

1. Do you have basic coverage through work or did you opt into additional coverage?
2. Do you have any private life insurance outside of work?
   1. YES? - Congratulate them. What motivated them to take it out? Learn what it is Term / WL? Amount of coverage? Premiums? 
   2. NO? - Oh, how come? (Learn reason why they have nothing)
3. Do you have any accident or sickness insurance to protect your income when you are in the hospital?
4. (Only for older clients) Have you taken care of your funeral expenses?