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Smart App is a secure, easy and fast way to submit insurance applications directly to BMO Insurance! Say goodbye to paper applications. Go digital and benefit from a better, faster new business process for your clients’ insurance applications.
With Smart App, you can:
- Prepare quotes and complete applications for term life and critical illness plans online - using any personal computer or tablet device
- Get more accurate and complete applications with built-in edits
- Complete medical questions with clients or have a paramedical professional complete later
- Manage eSignatures easily, either in-person or remotely.
Applications are submitted electronically to BMO Insurance, and your MGA is copied automatically.
To help you get comfortable with Smart App, visit www.bmo.com/smartapp for your complete e-learning program.
At this one location, you will find:
- A video introducing the features and benefits of Smart App to Advisors
- An engaging series of video tutorials covering the end-to end Smart App process from quote to submission - video series is supported by tutorial notes, FAQs, eSignature tips and more
- Links to Smart App Client Guide and sales presentations
- A link to login in to Smart App through Advisor Support
BMO Insurance’s secure Advisor Support is the gateway to Smart App. To login to Advisor Support, Advisors will need a user ID and password. Forgot your password? Click Forgot your password? on the login page and you can get a new temporary password instantly. This feature is available if you have previously completed your challenge questions for the Automated Password Reset service. Trouble logging in? Click Trouble logging in? on the login page for all other situations (e.g. Forgot user ID, password expired, user ID locked etc.). Complete the online form and submit. BMO Insurance will respond by email with your user ID and temporary password. Please use this opportunity to set up your challenge questions for our Automated Password Reset service. New to BMO Insurance? Click New to BMO Insurance? on the login page and complete the form to get an instant temporary user ID and password to access Smart App. |
Benefit from new Term Life rates and Term 15 and 25 plan options, plus a better experience with Smart App TODAY!
