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Now more than ever it is important to be able to conduct business non-face-to-face with your clients. Here is how Canada Life is making it easier to sell insurance without meeting with your clients in person.

 

 

 

 

Prospecting with planningtools.ca

Financial tools to help make planning easier. The tools are online, easy to use and can help you talk to clients about term insurance. The best part, there is no need for you or your clients to leave the comfort of your homes.

Simplified application process with SimpleProtect

An online application that simplifies the application process with fewer underwriting questions and instant approvals. With the option to have your client sign on their own device, applications can be completed without the need for a face-to-face meeting.

Digital Contract Delivery

It has never been easier for you to help your clients without having to meet in-person. Once your client's digital contract is available, they can download it and choose to either provide a wet or e-signature to bind the contract.

Please visit the link below to access all resources related to submitting insurance business under

New Business Essentials

 

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