SSQ Insurance Electronic Application

 

Dear XXXXX:

I am writing to confirm our appointment on dd month at hh:mm to fill out an electronic insurance application.

The meeting can be done over the phone (I will call you at 000-000-0000) or via videoconference using the XXX app. 

There are many advantages to completing an electronic application and I’m sure you will find the process convenient and user-friendly, as well as secure.

 

Here is some useful information about our meeting:

Internet connection

During our meeting, I will send you a hyperlink and code enabling you to access the application from your computer or smartphone. This requires Internet access.

Live information validation
You don’t have to fill out the application - I will do it for you! You will simply validate with me the information displayed on your screen and click a button to confirm each section. This will ensure that all the information entered is accurate.

ID check
Before submitting an application, I must verify your identity. Please have a valid photo ID with you (driver’s licence, passport). 

Electronic signature
The application uses an e-signature. There’s no paper document to sign.
It's quick and secure!

 

Additional steps may be required depending on the product we select. I will explain more about this at our meeting.

I’m looking forward to virtually seeing you!

Xxxxxxx Xxxxxxxx
Financial Security Advisor
000-000-0000, ext. 000000
Mobile: 000-000-0000
courriel@xxx.ca

 

 

 

Remote sales are permitted under certain conditions. If, during our meeting, we realize that the selected product cannot be sold via electronic application, an in-person meeting will be required.