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InsuranceAssist

 

Enhancements to InsuranceAssist   (fran├žais)

InsuranceAssist now includes Save functionality.  You have the flexibility to save applications for completion or submission at a later date. The system will automatically delete saved applications after 10 days if they have not been submitted.

 

Additional enhancements include:

  • Edit functionality - Your client can now edit key fields like name and address.
  • Signatures - Additional signature fields have been added for joint and business ownership; Business Information Form (#594); 2nd account holder (PAD); and older children.
  • Disclosure documents - You can now upload your own disclosure documents for the client to view, along with Equitable Life disclosure document   

Find out more about InsuranceAssist.