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1. [pdf] Equitable GIF TFSA Application
2. [pdf] Equitable GIF Registered Application
3. Sales Illustrations
4. [pdf] UL Transfers & Allocations How To
5. Equitable Life Group Benefits Bulletin - September 2020

   In this issue:

   Enhancements to Equitable EZClaim Mobile
   New reports available on EquitableHealth.ca

   * Indicates content that will be shared with your clients.

   Enhancements to Equitable EZClaim^® Mobile*

   We’ve updated our Equitable EZClaim mobile app to process vision claims faster, to provide a new option for submitting documents and to increase password security.

   Faster vision claims processing and payment

   Equitable Life now provides faster processing of vision claims submitted via EZClaim Mobile.

   This means plan members can find out the status of their vision claim almost instantaneously. And, for approved claims, they will receive payment even sooner – often in as little as 24 hours.

   In order to allow for instant processing and faster payment, plan members will be prompted to enter some additional information, including their practitioner’s name, the date of the expense, the type of expense and amount of the expense when submitting their claims for these services.

   Equitable Life plan members can submit all vision claims via Equitable EZClaim, including coordination of benefits and Health Care Spending Account claims.

   Submit documents from a mobile device

   We have added our Document Submission tool to EZClaim Mobile so plan members can conveniently submit documents directly from their mobile device. Applications, change forms, statement of health forms and more can all be easily uploaded whenever and wherever they are.

   Improved security with stronger passwords

   To help you, your clients and plan members better protect personal information, we have increased the maximum length of passwords for both EZClaim Online and EZClaim Mobile from 12 to 32 characters. This longer character limit makes it easier to create stronger and more secure passwords.

   There is no change for plan members, plan administrators or advisors. All existing passwords will continue to function. However, if you choose to update your password you will now be able to choose longer passwords or passphrases.

   Why should I change my password?

   Changing your password frequently helps keep your information safe. The longer and more random the password, the more secure it is. To improve security even more, a passphrase is recommended.

   A passphrase is a series of words or other text used like a password. Because it is much longer, a passphrase is more secure. Although the words in the phrase may be meaningful to you and easy to remember, they can be random enough that the full phrase is difficult for someone else to guess. It’s even better if you use numbers or other characters in your passphrase.

   Your passphrase should be:

   • Long enough to be hard to guess;
   • Not a famous quotation;
   • Easy to remember and type; and
   • Not used in multiple places.

   To change your password:

   1. Log in to EquitableHealth.ca
   2. Click on My Information > User Profile
   3. Click Edit
   4. Confirm your information and enter your new password
   5. Click Save

   We will be announcing this enhancement to plan members on EquitableHealth.ca.

   New reports available on EquitableHealth.ca*

   Plan administrators and advisors with reporting access can now download three additional reports any time via the plan administrator and advisor websites on EquitableHealth.ca:

   • Premium and Tax – This report provides a breakdown of premiums and taxes paid per plan member for any specific time period for all applicable benefits.
   • Occupation and Earnings – This report provides current plan member earnings and occupation information and gives plan administrators an efficient way to report updates to us.
   • Employee listing – This report lists all plan members’ information, including name, certificate number, date of birth, province, occupation and salary, as well as benefit coverage currently in place and HCSA allocations.

   These reports can be downloaded in Excel format for easy updating, filtering or sorting.

   For more information, please contact your Client Relationship Specialist.

    

   *Indicates content that will be shared with your clients

6. Dialogue Virtual Healthcare now available to add to Equitable Life benefits plans

   We’re pleased to announce we are partnering with Dialogue, Canada’s leading virtual health provider, to offer unlimited and on-demand virtual access to primary healthcare practitioners.   Virtual Healthcare is the latest addition to our HealthConnector suite of health and wellness services. It is available to add to all Equitable Life benefits plans for an additional cost as of July 1, 2023. Features of Dialogue Virtual Healthcare Available 24/7, 365 days a year, Dialogue Virtual Healthcare provides access to unlimited non-urgent medical care for a wide range of health concerns. Plan members get fast access to the largest, most experienced and bilingual medical team in Canada for non-urgent medical issues. They also benefit from in-app prescription renewals and refills, personalized follow-ups after every consultation, and concierge-level navigation support for all referrals to in-person specialists when needed. Dialogue’s industry-leading platform provides an all-in-one patient journey to address health issues, reducing long wait times and time away for doctor appointments. Plan members and their families can access Dialogue Virtual Healthcare through the secure web portal or mobile app. The Dialogue medical team includes doctors, nurse practitioners and nurses. Plan members can use the service even if they’re already receiving care from a family doctor. Benefits of Virtual Healthcare For your clients By providing access to Virtual Healthcare, plan sponsors can help to: Drive employee engagement; Reduce absenteeism related to in-person medical appointments; Manage chronic health issues; Attract and retain top talent; and Build a healthier workforce. For their plan members By providing easier access to primary healthcare practitioners, Virtual Healthcare can offer extra health and wellness support for plan members. It also supports members that may experience barriers to accessing in-person healthcare, such as: Living in a remote location; Work or family obligations during standard medical clinic hours; Mobility challenges related to a disability; and Transportation challenges. Learn more about bringing Dialogue Virtual Healthcare to your clients Click the link to learn more about Dialogue Virtual Healthcare : Welcome to Dialogue! Questions? To learn more about how your clients can add Virtual Healthcare to their benefits plan, please contact your Group Account Executive or myFlex Sales Manager.

7. EZtransact Training and Resources
8. There is still time to enter Equitable’s Ring in the Savings Contest!

   
   
   ™ or ® denote registered trademarks of The Equitable Life Insurance Company of Canada.
     For full contest rules, including no-purchase method of entry, see the full contest rules. 
   
   Posted February 14, 2025

9. Benefits and Key features
10. [pdf] B2B Investment Loan Application Process