February 29, 2016 -
Equitable Life of Canada has launched its online application, making the process of applying for term life insurance easier to complete.
“In our industry, it’s increasingly important to offer digital services that make it easier for advisors and their clients,” says Karen Mason, Senior Vice-President, Individual. “With EZcomplete™, we’re providing advisors with an online application that is easy to complete, intuitive and reduces the chance of incorrect information or incomplete applications, as well as reducing the amount of paper produced.”
For financial advisors who sell life insurance, completing an application can be time consuming and lengthy paper applications can make it easy to miss important information. Because it is interactive, EZcomplete guides advisors through the required questions, making it easier to use. As advisors work through the application with their clients, it only asks the required questions, which reduces the time it can take to finish this process.
As well, this new online application allows clients to pay the initial premium by credit card or Interac® Online. And by adding eSignLive™ by VASCO, clients can sign the application using a mouse, finger or stylus.
EZcomplete is currently available to advisors who are selling single life term insurance. Future plans are to develop this online application for other types of life insurance.
About Equitable Life of Canada
Canadians have turned to Equitable Life since 1920 to protect what matters most. We work with independent advisors across Canada to offer individual insurance, savings and retirement and group benefits solutions to meet your needs.
But we’re not your typical financial services company. We have the knowledge, experience and ability to find solutions that work for you. We’re friendly, caring and interested in helping. And we’re owned by our participating policyholders, not shareholders. So we can focus on your interests and provide you with personalized service, security and wellbeing.
Director, Corporate Communications
Equitable Life of Canada