Understanding Dynacare Orders
Dear Valued Advisor,
For clarification, recently Dynacare communicated regarding a new advisor appointment scheduling tool for BMO Tele-interviews. Further to their communication, Global Pacific will continue to place Dynacare orders on your behalf. We encourage you to allow Global Pacific to initiate your underwriting requirements and obtain the Dynacare order number.
Recent Communication from Dynacare - New Advisor appointment scheduling tool: Dynacare presented an option for advisors to self-serve on Dynacare website to schedule the client's BMO Tele-interview appointment. This option may be helpful to an advisor if their client has missed the appointments scheduled by Dynacare, read below on client responsiveness.
Advisors require a Dynacare login to schedule client appointments along with the order # or policy #, client last name and DOB.
To register for a login, click here https://orders.dynacare.ca/customer/en/UserRegistration
Important Continued Dynacare Service: As always, the client will receive an email or text from Dynacare to schedule their Tele-Interviews, Blood, Urine, and other types of requirements. The client can follow the prompts in the Dynacare communication to book or confirm appointments with Dynacare. Client responsiveness is important. Dynacare will make 3 attempts to schedule time with the client and then their protocol is to stop initiating client contact. Please be aware, after the 3rd attempt, the client and/or you MUST initiate contact with Dynacare and schedule/re-schedule the appointment.
Summary of Ordering Routine:
When you submit insurance applications, the illustration has a page indicating the Underwriting Requirements. Please always include this illustration page with the new Application to Global as it includes the standard underwriting requirements ie./ Tele-Interview, and/or Blood, and/or Urine etc. You must inform the client that Dynacare will be contacting them via email or text, to complete the requirements of the insurance company.
Some Dynacare underwriting requirements are ordered by the Insurance Company directly and others are indicated to be ordered by you/MGA.
Note: When the Dynacare order is placed by Global Pacific, you benefit by Global Pacific's ability to electronically track the progress of the order placed. Look for the Green VirtGate Dynacare Requirement showing the detailed order status on VirtGate Requirement page for your client.
Warm Regards,
Global Pacific |
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