Enhancements to InsuranceAssist (français)
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