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News from Desjardins Insurance

Submitted by Victoria on December 7, 2020 - 3:36pm

 

 

INSURANCE | PROCESS

 

INSURANCE | PROCESS

 

HOW TO SECURELY CHANGE BANKING INFORMATION

 

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.

 

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.

 

If the payor is no longer the same, please complete the required form: Pre-authorized Debit Agreement (PAD) – Payor’s Authorization – 09312E.

 

For changes to credit card information, you'll need to call us.

 

 

 

 

 

NEW BUSINESS AND UNDERWRITING

 

New Business and Underwriting

 

PRIORITIZING APPLICATIONS FOR THE LAST WEEK OF 2020

 

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 

 

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

 

New applications might take a bit longer than usual to appear in the Pending Business (PB) tool during this time.

 

 

 

NEW BUSINESS AND UNDERWRITING

 

New Business and Underwriting

 

DECEMBER 18 - 2 P.M. (ET): DEADLINE FOR RECEIPT OF SETTLING DOCUMENTS

 

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.

 

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.

 

 

 

 

DESJARDINS INSURANCE

 

DESJARDINS INSURANCE

 

2020 YEAR-END HOUSEKEEPING NOTES

 

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.

 

Opening hours (ET) for our client relation centres

 

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.

 

 

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.

 

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.

 

 

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.

 

 

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

 

INVESTMENTS

 

INVESTMENTS

 

FEBRURAY 2021 CAMPAIGN FOR GUARANTEE ADVANTAGE

 

Here are the terms and basketst of securities available for the current campaign...

 

 

 

 

INVESTMENTS

 

Investments

 

THE HELIOS2 CONTRACT IS CHANGING: NEW VERSION AVAILABLE ON NOVEMBER 30

 

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…

 

 

 

 

TOOLS

 

SIGN IN PLACE E-SIGNATURE IN DSIGN: ALLOW POP-UPS

 

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:

  1. In the address bar, click the Pop-up blocked icon that appears next to the star.
  2. Click the link that starts with https://apps.e-signlive.ca/.
  3. To always see DSign pop-ups, select Always allow pop-ups and redirects from https://dsign.desjardins.com > Done.


 

 

 

COVID-19: Business Continuity Plan

 

All the information related to COVID-19 is gathered in a dedicated section on Webi.

 

 

Source URL: https://trustglobalpacific.com/bulletins/desjardins-insurance/2020-12-07/news-desjardins-insurance