Great news, we wanted to make you aware of the latest advisor feedback we’ve incorporated into the
Fast & Full Life Application process.
1. Client Information Summary Page Changes - Added Underwriting Requirements Summary Section
- Added Province where signed info
- Added FATCA regulatory statements
Advisor Benefits: Advisor/client knows which underwriting requirements apply, advisor does not have to copy the requirements from the quote summary page.
2. New Pre-Authorized Debit Payment Instructions
- Feedback indicated some clients missed providing banking information in our previous Billing and eSignature step of the process, so instructions have been updated. Image of a sample cheque is presented with input fields for banking information before the PAD Agreement and Banking Authorization.
Advisor Benefits: Moving the Banking Input fields to the top of the page with a cheque image will reduce the amount of clients who miss or forget this step. 3. Beneficiary Form Updates - Added a mandatory selection box - "Please indicate if you wish to name a beneficiary:" to avoid additional follow-up for advisors who have clients that did not complete the form.
- Improved instruction language
Advisor Benefits: Improved instructions to improve the process and reduce unnecessary follow-ups.
4. Multi-life Designation added to Advisor Report
- Added a check box in the Advisor Report to allow Advisors to indicate if application is to be linked to another application for Multi-life discount.
Advisor Benefits: Improving submission and tracking of multi-life applications.
5. APS Form Update
- Removed sections and language that do not apply to Fast & Full Life Applications e.g. Parent/Legal Guardian, Witness section, etc.
Advisor Benefits: More accurate content relevant to the Fast & Full process. Since launching our Fast & Full™ Life Application Process, many advisors across Canada have been able to experience our simplified life insurance process that helps them see more clients and close sales in less time. If you haven’t yet completed a live app with Fast & Full and would like to schedule a personal demo or have any questions, please contact our Sales Centre team at 1 866 894-6182. Lastly, check out what advisors are saying about the Fast & Full Life App.
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