News from Desjardins Insurance
Submitted by Victoria on December 7, 2020 - 3:36pm
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| HOW TO SECURELY CHANGE BANKING INFORMATION |
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Protecting personal information is everyone's business! Here's how to securely perform a change banking information for a client. Changes to banking information cannot be done by phone. You must use the Service Inquiries form to do it. The process is intuitive, and we've prepared some tools to help you: Once you've completed the form, you'll get a confirmation email. The request is then forwarded to our administrative services who will update the information in our systems. Warning! New banking information must be sent at least 7 days before the pre-authorized debit. |
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Important Before processing a change to banking information, get a void cheque* for the new account (personalized with the client's name on it) to confirm that the banking information is actually theirs. Only payors are authorized to submit a request for a change in banking information. *Starting January 5, 2021, it will be mandatory to keep the void cheque in your client’s file. If banking information is changed without performing these verifications, payments might be taken from a third-party account. Joint accounts: If consent is required from all account holders, please ensure that both people are listed as payors on the contract. |
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For changes to credit card information, you'll need to call us. |
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| NEW BUSINESS AND UNDERWRITING |
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PRIORITIZING APPLICATIONS FOR THE LAST WEEK OF 2020 |
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Our administrative systems will close for 2020 at end of day on Friday, December 18, and we want to make this last week as efficient as we can. We’ll be focusing on issuing and settling policies to make sure as many clients as possible are insured before the end of the year. Priorities for the week of December 14–18 |
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Date | Underwriting | New Business | December 14‑16 | Prestige applications | - Policies issued with notice of modification
- Policies issued without notice of modification
- Policies settled
| December 17 | Straightforward applications (same as submitted application) | - Policies issued without notice of modification
- Policies issued with notice of modification and banking information (no signature required)
- Policies settled
| December 18 | Usual activities | Policies settled | December 21 | Usual activities | Usual activities |
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New applications might take a bit longer than usual to appear in the Pending Business (PB) tool during this time. |
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| NEW BUSINESS AND UNDERWRITING |
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DECEMBER 18 - 2 P.M. (ET): DEADLINE FOR RECEIPT OF SETTLING DOCUMENTS |
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To ensure that your policies are issued and settled in 2020, you must send us all required settling documents before 2 p.m. (ET) on Friday, December 18. We’ll do our best to settle contracts if we receive the documents after 2 p.m. (ET), but we cannot guarantee that we’ll be able to process them before our systems close for 2020.
How to send the settling documents
At all times You must use the Pending Business (PB) tool. |
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Don't forget to keep your Communications Profile up to date to make sure you receive PB notification emails. You can access it in the toolbar on Webi's home page. |
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| 2020 YEAR-END HOUSEKEEPING NOTES |
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The year-end closing date for our administrative systems is December 18, 2020. To help you plan your year-end activities, here are a few things to keep in mind. |
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Opening hours (ET) for our client relation centres |
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Date | Insurance
1‑800‑278‑0669 | Investments
1‑877‑647‑5435 | Contract and financial operations management
1‑888‑480‑5387 | Merchandising Technology
1‑888‑647‑5455 | Monday, December 21 | 8 a.m. to 7 p.m. | 8 a.m. to 5 p.m. | 8:30 a.m. to 4:30 p.m. | 8 a.m. to 8 p.m. | Tuesday, December 22 | 8 a.m. to 7 p.m. | 8 a.m. to 5 p.m. | 8:30 a.m. to 4:30 p.m. | 8 a.m. to 8 p.m. | Wednesday, December 23 | 8 a.m. to 7 p.m. | 8 a.m. to 5 p.m. | 8:30 a.m. to 4:30 p.m. | 8 a.m. to 8 p.m. | Thursday, December 24 | 9 a.m. to 1 p.m. | 8 a.m. to 4 p.m. | 9 a.m. to 2 p.m. | 8 a.m. to 4 p.m. | Friday, December 25 | Closed | Closed | Closed | Closed | Monday, December 28 | Closed | Closed | Closed | Closed | Tuesday, December 29 | 8 a.m. to 7 p.m. | 8 a.m. to 5 p.m. | 8:30 a.m. to 4:30 p.m. | 8 a.m. to 8 p.m. | Wednesday, December 30 | 8 a.m. to 7 p.m. | 8 a.m. to 5 p.m. | 8:30 a.m. to 4:30 p.m. | 8 a.m. to 8 p.m. | Thursday, December 31 | 9 a.m. to 1 p.m. | 8 a.m. to 4 p.m. | 9 a.m. to 2 p.m. | 8 a.m. to 4 p.m. | Friday, January 1 | Closed | Closed | Closed | Closed | Monday, January 4 | Closed | 10 a.m. to 4 p.m. | Closed | 10 a.m. to 6 p.m. |
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Insurance policy administration Direct withdrawals
Direct withdrawals for 2020 cannot be stopped starting December 15, 2020.
Disbursements
Cheques and direct deposits made after December 18, 2020, will be dated 2021.
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Guaranteed investment funds and Annuities Please note that the information pertaining to year-end processing for the current year has been added to the Year-End Processing 2020 section. |
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New Business and Underwriting For your new business to be counted for 2020, we will do everything we can to enter applications received up to December 15, 2020, while prioritizing cases for the benefit of your clients. |
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Compensation Here is the schedule for the upcoming pays: Pay of | Deposit dates (into representatives’ accounts) | December 10, 2020 | December 16, 2020 | December 18, 2020 | December 24, 2020 | December 23, 2020 | December 30, 2020 | December 30, 2020 | January 7, 2021 | January 7, 2021 | January 13, 2021 |
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| FEBRURAY 2021 CAMPAIGN FOR GUARANTEE ADVANTAGE |
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| THE HELIOS2 CONTRACT IS CHANGING: NEW VERSION AVAILABLE ON NOVEMBER 30 |
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Back in August, we announced we’d be making some changes to the Helios2 Contract, and the time has finally come! Your clients can get access to: - Revised fees
- Two new fee options
- Nine new funds
Take a look at the regulatory material, forms and sales material… |
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| SIGN IN PLACE E-SIGNATURE IN DSIGN: ALLOW POP-UPS |
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The DSign electronic application’s Sign in place e-signature appears in a pop-up window. Your web browser may be configured to block this type of window. You must allow DSign pop-ups in order to be able to use this signature option without any issues.
How do I allow pop-ups in DSign with my web browser?
If the Sign in place e-signature window doesn’t appear, follow these steps: - In the address bar, click the Pop-up blocked icon that appears next to the star.
- Click the link that starts with https://apps.e-signlive.ca/.
- To always see DSign pop-ups, select Always allow pop-ups and redirects from https://dsign.desjardins.com > Done.
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