1. Signature Mode in 2017 Insurance applications

2. The world of insurance is evolving and so are we

3. Accepted Signatures Electronic mode Paper mode On the advisor's screenBy
Paper mode
F1EA

4. signature

5. 1. 2. 3. Signature Cell phone number + e-mail address
Client access code will be sent by text message 3.
Client Confirmation

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

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

8. How it works

9. How it works

10. How it works

11. How it works
9ANC6K

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

13. The signature
Only one signature is required

14. How it works

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

16. How it works 1 2 3

17. How it works

18. How it works

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

20. Transfer of data…

21. Transfer of data…
Signed documents are returned to you

22. 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.

23. 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.

24. 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

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

26. 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

27. 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