Starting May 19, you can offer the electronic contract with
participating whole life insurance. Your clients will appreciate the
updated design and
improved navigation thanks to a new interactive table of contents.
Important: We’ll roll out the electronic contract gradually. The electronic contract will become available for all insurance products in the coming months.
Just check the box!
We’ve added a new
Choice of contract format section to the e-application so that you can offer the electronic version of the contract. This check box option already appears for all products. For the time being, however, the electronic contract option is available for participating life insurance only.
Why opt for the electronic contract?
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Quick access: contract available in Client Documents. Keep an eye on your email notifications. |
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Easy sharing: clients can send the electronic contract directly to their loved ones or notary/lawyer. |
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Time savings: instant delivery—no in-person meeting necessary. |
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Cost savings: no postage or printing fees. |
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Eco-friendly choice: less paper. |
Questions?
Contact our Business development team – Insurance.
