Looking for personalized support, strategic advice or priority processing? From now on, you’ll be able to take advantage of our pooled expertise to make it simpler to manage large and complex cases. There are now several advantages available to you for highest-value cases.
Three levels of service tailored to the size of your cases
Desjardins’ Prestige Case Service is organized into 3 service levels, based on the annual premium amount and the complexity of the case. Each level provides access to progressive support.
-
Prestige – annual premium of
$10,000 or more
Get personalized support and priority processing to make it easier to manage your cases. -
Prestige + – annual premium of
$25,000 or more
In addition to all the advantages of the Prestige level, you’ll get strategic guidance to help structure and present your recommendations to your clients. -
Large cases – annual premium of
$100,000 or more
The highest Prestige Case Service level gives you the opportunity to work directly with pricing specialists for high net-worth clients. We coordinate the case and provide access to specialists based on your needs (advisory services, elite underwriting or actuarial services teams).
See the table below for more detailed information on the services offered at each level.
Prestige Case Service levels
| | Prestige | Prestige+ | Large cases |
|---|
| Service | Annual premium |
|---|
| $10,000 + | $25,000 + | $100,000 + |
|---|
| Designated relational case manager | ✔ | ✔ | ✔ |
| Editing cover letters | ✔ | ✔ | ✔ |
| Quick processing of applications on a priority basis | ✔ | ✔ | ✔ |
| Access to the
consulting services in insurance strategy for critical illness cases | ✔ | ✔ | ✔ |
| Access to the
consulting services in insurance strategy for life insurance files | | ✔ | ✔ |
| Elegant, high-end leather presentation sleeve | | ✔ | ✔ |
| Direct collaboration with elite underwriting team | | | ✔ |
| Pre-meeting and preliminary analysis of the file | | | ✔ |
| Priority and high-end service with the paramedical firm ExamOne | | | ✔ |
| Priority mail delivery of contracts with tracking number | | | ✔ |
| Letter signed by senior management attached to the contract | | | ✔ |
Resources to support prestige cases
To start a Prestige case, contact your wholesaler..
Find out how our specialized team can help you build custom solutions for your high-value clients.
A well-written cover letter is key when presenting your complex cases. Check out our guide to maximize your chances of success.
VIP recognition program
In addition to the Prestige Case Service, our VIP privilege program recognizes the commitment of advisors who handle a sizeable volume of large cases by offering them exclusive advantages.
Check out the VIP recognition program
