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NEW Jump Around feature available on EZcomplete
One of the most requested features is available on EZcomplete® effective November 19, 2022. We like to call it “jump around”. It’s the ability to jump from one part of the application to another and back again. You no longer have to complete the application one section after another in order. This will allow a lot more flexibility when submitting a policy application.
This functionality is helpful as you can input basic client information ahead of a meeting to review with the client later. After completing the Owner’s step (step 1), you could jump to step five (Subsequent Payment) or step six (Third Party). This allows you the opportunity to easily jump back and add a second owner once you have all their details from the client. You can also return to your dashboard, and when you go back into the application, you will be returned to the owner’s section.
Hitting the Save button will save the information you have inputted already, so after jumping ahead to a different section, you can return to complete those questions knowing your progress will be saved. When you have completed all the necessary fields, hitting the Done button will validate all the information and the step will be complete. A check mark will appear beside each completed and validated step.
Please note, if you go back to a previously validated step and change information you will have to go through all subsequent steps and complete and validate them again by clicking next if nothing has changed or making any necessary changes.
To Equitable Life®, the term EZ really means something! Learn more about how doing business with Equitable Life continues to be easy.
Questions: Please contact your Regional Sales Manager
® denotes a trademark of The Equitable Life Insurance Company of Canada.
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December 2022 eNews
Update: EI Sickness Benefit Extension confirmed for Dec. 18, 2022*
The federal government confirmed on Nov. 25, 2022, that it is extending the Employment Insurance (EI) Sickness Benefits period permanently from 15 weeks to 26 weeks. The change takes effect on Dec. 18, 2022.
Equitable Life will not require or implement any changes to our disability plan designs based on this extension. However, plan sponsors may wish to amend their short-term disability (STD) and long-term disability (LTD) plans and policies to align with the new 26-week EI period.
If your clients choose to amend their plan design in response to this extension, we have created an overview of how amendments may affect common plan design scenarios. Click here to learn more.
If you have any questions, please contact your Group Account Executive or myFlex Sales Manager.
QDIPC updates terms and conditions for 2023*
Every year, the Quebec Drug Insurance Pooling Corporation (QDIPC) reviews the terms and conditions for the high-cost pooling system in the province.
Based on its latest review, QDIPC is revising its pooling levels and fees for 2023 to reflect trends in the volume of claims submitted to the pool, particularly catastrophic claims:
We will apply the new pooling levels and fees to future renewal calculations that involve Quebec plan members.
If you have any questions, please contact your Group Account Executive or myFlex Sales Manager.
*Indicates content that will be shared with your clients
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Kickoff to 2023 with Equitable Life and Robert Gignac
Equitable Life® is pleased to present Robert Gignac, author of the book ““Rich is a State of Mind”. Robert will deliver his new “Stop Playing Chess in a PokerStars World” presentation. Robert’s engaging presentation offers examples of what clients (and prospects) are struggling with today and how advisors can take a leadership role by changing from a one-dimensional game (chess) to a multi-dimensional one (poker).
Your hosts, Cam Crosbie, Vice President, Savings & Retirement and Joseph Trozzo, Investment Sales Vice President, MGA, will highlight some of the ways Equitable Life can help make 2023 a great year.
Learn More
Posted: December 23, 2022
Continuing Education Credits
This webinar has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.
® denote a registered trademark of The Equitable Life Insurance Company of Canada
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Announcing our new Travel Assist provider
We are pleased to announce that we are partnering with Trident Global Assistance as our new Travel Assist provider, effective June 1, 2023.
Based in Etobicoke, Ontario, Trident provides travel assistance for thousands of Group Benefits plan members. Trident has an experienced leadership team with decades of combined industry expertise. They have both the operational know-how and global networks to provide your clients and their plan members with 24/7 support for their travel health assistance needs.
No action is required from plan sponsors or plan members. For clients with Travel Assist included in their plan, the transition to Trident will be seamless. The phone numbers for Travel Assist will remain the same and there is no requirement to download a new benefits card.
As we previously announced, Allianz Global Assistance, our current Travel Assist provider, is exiting the Canadian group travel administration market. Allianz will continue to accept and support claims and inquiries received before June 1, 2023. All claims and inquiries received June 1 or later will be supported by Trident.
In the meantime, we are working closely with Allianz and Trident to help ensure a smooth and seamless transition for our clients and their plan members.
If you have any questions about the transition to Trident as our new Travel Assist provider, please contact your Group Account Executive or myFlex Sales Manager. -
Saving time with our fully digital group benefits application
On May 1, 2023, we are launching Equitable BenefitsApply™, our fully digital group benefits application.
This enhancement to the benefits application process will help both you and your clients save time when applying for an Equitable Life group benefits policy. We designed and developed BenefitsApply with input and feedback from several advisors and clients, who tested the tool for themselves.
In most cases, BenefitsApply will replace our traditional paper implementation process.*
BenefitsApply eliminates the need for clients to complete and sign multiple, lengthy paper forms. Time-saving features for you and your clients include:- A fully digital online application that you can access wherever and whenever you need it,
- Pre-filled standard fields,
- Only one signature required from plan sponsors,
- A smart application that only includes the sections relevant to the client and the plan design they have chosen, and
- Automatic notifications of any missing fields.
We will continue improving BenefitsApply’s features based on feedback from the people who use it—you and your clients. We encourage you to share any feedback you have with your Group Account Executive or your Client Relationship Specialist.
*BenefitsApply is currently available for groups with up to four divisions and up to four classes. It is not available for myFlex Benefits plans, or for clients with a customized master application. -
Join us for an Equitable Life Master Class webcast featuring Dr. Ryan Murphy, Morningstar
You’re invited to our next Equitable® Master Class webcast offering compelling topics and unique ideas from leading experts to help you manage and grow your business.
Just asking clients what their goals are may not be enough. Clients may respond in ways that seem reasonable but might not represent the goals that are truly important to them.
In the Behavioural world, this is known as ‘thinking blind spots’ and stems from behavioural biases we all have. The blind spots can prevent clients from expressing their true goals to you and lead to a plan that doesn’t accurately represent their preferences and motivations.
Join us for an informative discussion led by Dr. Ryan Murphy, head of Morningstar’s global Behavioural insights in how you can get clients past their thinking blind spots.
Learn more
Continuing Education Credits
This webinar has been submitted for continuing education (CE) approval with the Insurance Council of Manitoba and Alberta Insurance Council for all provinces excluding Quebec. Upon approval, you will be sent an email notification to come back to the webinar presentation console to download your personalized certificate from the tool bar. To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.
® or ™ denotes a registered trademark of The Equitable Life Insurance Company of Canada.
Posted February 1, 2024 -
Join us for an Equitable Master Class webcast featuring Rob Kochel from Invesco
Equitable® Master Class webcasts offer compelling topics and unique ideas from leading experts to help you manage and grow your business.
Losing a top client is never a pleasant experience because it makes it difficult to maintain current production levels and grow organically.
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• 72.2% of financial professionals lose a top client each year1
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• 61.3% of those financial professionals were “surprised”1
Join us for our Master Class webcast featuring Rob Kochel to discover how it’s surprisingly simple to manage clients. Contrary to most client retention models that are intensive and time consuming, the Golden Hour model aims to deliver maximum benefit at a truly implementable level.
Learn more
Shannon Labby
Vice-President, National Investment Sales
Equitable
Rob Kochel,
Director
Invesco Global ConsultingDate posted: March 27, 2024
Continuing Education Credits
To be eligible for CE credits, you must register individually, watch the webcast in full and complete a short quiz. This webcast is available in English only.
1Source: Study of 405 financial professionals, as conducted by R.A. Prince & Associates, Inc., under a proprietary contract of Invesco Global Consulting during the second half of 2015. Used with permission.
™ and ® denote trademarks of The Equitable Life Insurance Company of Canada.
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Equitable Now Accepts eSignatures on all documents (Ind. Ins. & S&R)
View the Guide to completing eSignatures
What are the benefits?
● It’s secure because you no longer need to upload or email documents to us.
● It also removes a step in the process for you - we will get the eSigned documents directly once all signatures are completed and therefore you no longer need to notify us once the documents are signed.
● Your documents will be processed quickly and efficiently.
How does this work?
● Including esign@equitable.ca as a non-signing reviewer is the preferred method as it ensures the security embedded documents are accurately and immediately available for Equitable. We will be automatically notified when signing is complete and will download eSigned forms immediately for processing.
● If not using esign@equitable.ca we require the original signed form and audit trail with all the security features intact.
● The email addresses used to sign must match what is in our file (as provided on the application, for electronic policy delivery or through previous communication). If an email address has changed, or we don’t have an email contact for the signer, we will follow up for confirmation.
● We will accept all eSigning Vendors that have the functionality to place the eSignature in the correct signature fields on all applicable documents. If the eSigning vendor does not have the functionality to do this, we cannot accept it.
® denotes a registered trademark of The Equitable Life Insurance Company of Canada. - About
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New “Update Payment” feature for banking changes has launched!
Great news! Equitable® has launched a new self-serve "Update Payment" feature in Client Access and on EquiNet®. This new online process enables clients and advisors to easily submit key banking change requests for eligible insurance policies*, with no need to complete a physical form.
What’s new?
A new "Update Payment" feature is now available on Client Access and on EquiNet under Policy Inquiry. It allows clients (and advisors) to easily submit requests for the following three transactions online:
1. STOP pre-authorized payments.
2. RESUME pre-authorized payments on overdue accounts.
3. CHANGE which bank we withdraw money from.
The new "Update Payment" feature replaces the previous "Edit" button in Client Access. The old banking change options are still available in the client’s Profile section. They can be used to request a change to the payment withdrawal date, as that option is not yet available with the new Update Payment feature.
How it works!
When a change is requested using the new Update Payment feature, our Operations team receives it online. They will review and process the changes within three business days, as per Equitable’s current service standards.
The Update Payment feature in Client Access is a self-serve process. However, if a client prefers, their advisor or an Equitable Customer Service associate can assist them by submitting the request on their behalf. Clients will be asked to sign to approve any such requests that are submitted by someone other than the owner of the policy.
*The Update Payment transactions are only available for eligible policies: those that have not lapsed, are not on Automatic Premium Loan, and are not owned by a corporation or other entity.
We trust that these digital enhancements will help make the client and advisor experience even simpler and more efficient.
Need more information? Please contact your Equitable wholesaler.
® or TM denotes a trademark of The Equitable Life Insurance Company of Canada.