Methods for transferring files securely to Equitable Life

Methods for transferring files securely to Equitable Life

In this world of physical distancing we’re required to be more innovative in our everyday processes. “Business as usual” is especially challenged while maintaining client privacy when we can’t meet face to face and are processing business electronically. Equitable Life® has a couple of ways that allow for secure file transfers of client information to our Head Office.

 

Using EZ Upload to upload documents

EZ Upload is a tool, available on EquiNet®, that allows registered advisors to upload up to 10 documents including applications and any related documents, policy change forms or any document you would normally mail to our Head Office. To learn more about how EZ Upload works, log in to EquiNet, click on the EZ Upload icon in the panel at the top of the page. Learn more.

 

Encourage clients to submit documents using Equitable Client Access®

There are some policy updates your clients can submit to Equitable Life themselves if they are registered for Equitable Client Access. Updates to home and email addresses, passwords, bank information and beneficiary designations can all be done through Equitable Client Access. Since the client must log into this secure website, we can accept these changes without a witness or wet signature. Equitable Client Access can be reached from equitable.ca by going to the Log-In button at the top left of the website.