Signature Mode in 2017 Insurance applications

The world of insurance is evolving and so are we

Accepted Signatures Electronic mode Paper mode On the advisor's screen By email Paper mode F1EA

signature

1. 2. 3. Signature Cell phone number + e-mail address Client access code will be sent by text message 3. Client Confirmation

The electronic signature guarantees a high level of confidentiality which meets industry and Canadian legislative requirements in all respects.

How it works To use the electronic signature, you will need: An internet access A separate email address for each signatory A separate cell phone number for each signatory

How it works 418-888-9999

How it works

How it works

How it works 9ANC6K

Access to documents Sign on the advisor's screen By email Uses advisor's computer to access documents Uses email to access documents

The signature Only one signature is required

How it works

Access documents The client receives an email confirmation of the signature and access to his documents.

How it works 1 2 3

How it works

How it works

Application transfer The application 9ANC6K has been successfully transferred to the Head Office.

Transfer of data…

Transfer of data… Signed documents are returned to you

Few minutes later… A decision at the point-of-sale will be sent by text message. The client can either be: Approved Preapproved Preapproved conditionally of document reception Referred to underwriting The decision at the point-of-sale is not linked to the electronic signature, but to the application transfer.

Will not be eligible for electronic signatures: Payment by cheque Contract replacement Medical requirements (physician report)* Use the F1EA * Access to medical information requires a digital handwritten signature. The device used must allow your client to sign in this manner.

Available since May 29, 2017 in the Interface Suite 8.3.0 A step-by-step Training video is available on the EVO page of the Advisor Centre - Training Tools tab A DEMO mode is also available to test the new tool and electronic signature

Still available Signature | Paper mode Form F1EA Applicant's Statement F13-743A (Mandatory for Career network)

Paper mode signature Other signed documents to be attached For a deposit > $100,000 in a UL contract: F51-208A If the contract is a replacement: Replacement notice, F6S Lettre d'autorisation limitée (PU), lorsque requis : F51-201

Paper mode signature Other signed documents to be attached The applicant is a company and the contract is a universal life: F51-208A Company Resolution ( multiple owners) Company Financial Statements Q2A