Electronic Application

Life and Critical Illness Insurances

Electronic Application

There are many reasons to use the electronic application.

The most important being that we want doing business with us to be easy and secure.

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Electronic Application Advantages

 

Faster, easier and more secure

You don’t always have to meet clients in person to have them fill out forms. Your meeting can be done online or over the phone, from illustration to signature, in a totally secure environment.

  • Easy remote interview
  • E-signature
  • The policies for simplified or guaranteed issue products are delivered in 60 minutes or less.*
 

Mistake free

The advantage of an electronic platform is that it validates every step to make sure it is consistent, up-to-date and always available. It’s practical and reassuring.

  • A user-friendly and convenient platform
  • Always consistent, always up-to-date
  • Validation at each step

How does it work?

Simplified Life

 

Traditional Life

 

One Login

All products, one place.

 

Product Selection

Once logged in, select the insurance product.

 

Questionnaire

Simplified Life

 

Shorter questionnaire – no medical exam

Traditional Life

 

Phone interview with Dynacare

E-Signature

All products, one signature in person or not.

 

Application Submission

All products, one-click submission!

Simplified Life
The customer receives the policy by email in less than 60 minutes!

 

Medical and Underwriting Requirements

Traditional Life
Phone interview with Dynacare – medical exam may be required.

 

Issuance

Traditional Life
Policy mailed to the client

 

Insured!

 

The electronic application process

You can save the application at any time and return to it for a period of 30 days, as long as it hasn’t been submitted.

Access and login
In-person or remote sale
Product selection
Identification, qualification and coverage
Payment, declarations and e-signature
Application submission and access
Confirmation
Telephone interview and medical appointment
Policy delivery

Resources

 

FAQ

Do you have a question? Consult the FAQ for the answer

Consult the FAQ

 

Preparing customers for a remote sale

If your client is unsure about a remote sale, send him or her this email (Outlook template or html version).

 

Webinar

Electronic Application Demo

 

Contact us

Don’t have a contract with us?

Need help?

1-888-292-8483, option 1, followed by option 5

Our Products

 

Term Plus Life Insurance

Term Plus offers maximum options and flexibility to perfectly adjust to your clients’ circumstances and stage of life. Insurance amounts of up to $10 million, with more terms, critical illness and disability riders, and competitive premiums make this a great choice for your clients who need more coverage.

more details

 

Simplified Life Insurance

In just a few questions, clients who are in good health can take out term or whole life insurance - no medical exam. Thanks to a fully automated underwriting process,the policy is issued in 60 minutes or less!

more details

Note: A quick electronic application is also integrated into the illustration software for all our life insurance and critical illness insurance products. However, this quick electronic application does not have remote information validation functions or e-signatures. Log in to the secure website for advisors for more information.

The information on this page is provided for information purposes only. It is not intended to describe all the provisions, exclusions and limitations applicable to any specific coverage or insurance policy. For a complete description of the provisions, exclusions and limitations, please refer to the insurance contract.

Policies can be delivered within the hour on weekdays between 5:30 a.m. and 11:30 p.m. and on weekends between 4:30 a.m. and midnight on Saturday, and between 7:00 a.m. and midnight on Sunday (Eastern time).

*For additional insurance applications submitted by an existing SSQ Insurance client, the policy delivery times may be longer.

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