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Get to know our large case experts
Equitable launches new Ask our Experts video series
At Equitable®, we’re committed to the large case market. Our dedicated team of experts is here to support you from application through to policy placement.
We are thrilled to share the first episode of Ask our Experts. This mini docuseries features key members of our large case team. They talk about their work, their perspectives, and their role in the large case experience.
Watch Ask our Experts Episode 1 featuring Cindy Shirley, Chief Underwriter and Claims Risk Management
Cindy chats with us about:• Her approach to large case underwriting.• The large case underwriting team.• The important relationship between advisors and underwriters.Visit our large case markets webpage to learn more about our team of dedicated experts.
Do you have a large case opportunity? Talk to your wholesaler to learn more.
® and ™ denote trademarks of The Equitable Life Insurance Company of Canada.
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An important announcement about our Travel Assist provider
Allianz Global Assistance, our Travel Assist emergency medical assistance provider, has informed us that it is exiting the Canadian group travel insurance market.
Allianz will continue to accept and support new claims up to June 30, 2023, and they will support ongoing claims until Dec. 31, 2023.
We are already meeting with potential new Travel Assist partners and plan to have a provider in place before June 30, 2023.
In the meantime, we are working closely with Allianz to help ensure a smooth and seamless transition for your clients and their plan members. Allianz is committed to maintaining its staff to meet and exceed service levels throughout the transition, as follows:
Before July 1, 2023:
Allianz will continue to accept calls and open new claims up to June 30, 2023. Any claims opened on or prior to June 30, 2023, will continue to be processed by Allianz until Dec. 31, 2023.
After July 1, 2023:
New cases will be directed to our new service provider. Allianz will work alongside us and our new provider to make this transition as simple as possible.
After Dec. 31, 2023:
For any cases still open as of Dec. 31, 2023, Allianz will work with our new service provider to responsibly transfer these cases while ensuring a seamless client experience.
We will communicate this news next week to your clients who have Travel Assist coverage on their plan. And we will continue to communicate more details to you about this transition in the coming weeks.
If you have any questions, please contact your Group Account Executive or myFlex Sales Manager. - [pdf] Choosing the right account type
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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.
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Choose the bank account from a list of pre-filled options.
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Have the client e-sign the form.
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Hit submit – form is sent to Equitable instantly.
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Your MGA office receives a copy at the same time.
No more scanning, saving, uploading, emailing, or faxing.
Get to know EZtransact in time for RRSP season and fast-forward your sales process.
™ or ® denote trademarks of The Equitable Life Insurance Company of Canada.
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The right tools to seize the RSP Season
Fast. Easy. Accurate. With the EZ Suite of services from Equitable Life®, you won’t just get on top of the wave this RSP season, you’ll enjoy the ride.
Learn more.