Message sent on behalf of Cheryl Munro, Senior Vice-President, Operations and Customer Service
We understand the impact that COVID-19 is having on your business. Supporting you and your clients during this difficult time is one of our top priorities. To make it easier to serve clients, we’ve created a process guide which shares the current processes and temporary changes we’ve made to help advisors work digitally.
Existing options – removing coverage limits
- In insurance, we currently offer digital and non-face-to-face options with our web application and SimpleProtect. We’ve removed the coverage amount limits on life and living benefits so you can submit applications with any amount.
New Processes
For both insurance and segregated funds
- We now accept electronic client signatures on specific paper-based transactions through an e-signature provider
- We now accept password protected or encrypted winzip PDF documents digitally via email.
- This includes scanning or photo imaging of ink signed documents.
Learn more about digital insurance transaction options.
Learn more about digital segregated fund transaction options.
If you have any questions, please contact your regular operations contacts.
We’re continuing to make it easier to do business with us and help keep your business growing.
Please visit the COVID-19 landing page, where you’ll be able to access our complete log of COVID-19 communications, and links to important content such as process guides.