Electronic Application Tutorial

Identifying your client

Indicate all insureds, policyowners and contingent owners, if any.

Simplified or guaranteed issue life insurance

  • 1 insured
  • 1 or 2 policyowners
  • 0, 1 or 2 contingent owners

Term Plus and critical illness

  • 1 or 2 insureds
  • 1 or 2 policyowners
  • 0, 1 or 2 contingent owners

Note: Remote interviews are only possible when the insured is also the owner. If not, then a face-to-face interview is required.

 

The client’s email address is required because this is how the confirmation is sent (as well as the contract for simplified or guaranteed issue life insurance products).

 

A Client Search is required.

This will link your client to an existing file at SSQ Insurance, which will speed up processing, when applicable.