Submit PADs in a fraction of the time? It’s true…

Submit PADs in a fraction of the time? It’s true…


Skip the paperwork and get Pre-Authorized Debit requests submitted instantly!

Are you still submitting pre-authorized debit (PAD) requests via fax or email? You could be saving time and effort by using EZtransactTM instead:

  • Pick the client's name from your list of clients.

  • Choose the bank account from a list of pre-filled options.

  • Have the client e-sign the form.

  • Hit submit – form is sent to Equitable instantly.

  • Your MGA office receives a copy at the same time.

 
No more scanning, saving, uploading, emailing, or faxing.

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Get to know EZtransact in time for RRSP season and fast-forward your sales process.


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™ or ® denote trademarks of The Equitable Life Insurance Company of Canada.