SMS is Available for Individual Insurance Application Updates

If you haven’t opted in to receive your client's application status via text message, give it a try on your next application. 

When you submit a client’s application, you can opt-in to receive text message updates for your new business applications. No need to log in to your advisor portal to know exactly what is going on with a case.
 
Once you opt-in to receive text messages, you will receive short text updates for your new business applications. That’s a text message when:

• The application is received,
• Equitable Life has made a decision,
• The policy is ready for delivery, and
• The commissions have been triggered.

Please note, this number is not monitored for incoming texts. Please contact Customer Service with any questions.

In addition to these messages, Equitable Life will continue to send proactive emails detailing outstanding requirements.

Be sure to opt-in to text messages when you complete your next application on EZComplete®.

 

We’ve recently made a number of changes to make doing business with us easy. Learn more about SMS and other ways we are making it easy to do business with us.
 

  
® denotes a registered trademark of The Equitable Life Insurance Company of Canada.