Coming Sept 13th: Enhanced eDelivery and LIRD!
Submitted by Krishan on September 10, 2021 - 2:29pm
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Great news! Canada Protection Plan, a Foresters Financial™ company, is launching enhanced eDelivery and LIRD processes for you and your clients! COMING SEPTEMBER 13th |
eDelivery: Improving your client’s experience Your clients can take advantage of a new, completely seamless and digital experience by opting into eDelivery. Each client policy package will be issued and made available for easy access through a user-friendly portal, and accessible to advisors through WealthServ and/or BlueSun. Note: this new process applies only to policies issued after September 10th, 2021. LIRD couldn’t be simpler! When assisting clients with their replacement insurance applications, submitting LIRDs has been made so much simpler. Notable improvements are: - The new electronic LIRD has been built directly into eAccess!
- Two signature processes now rolled into just one!
- Automatic LIRD attachment!
These enhancements will make your new business goals that much easier to achieve! For any questions, please contact sales@cpp.ca. Thank you for your continued support! |
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Foresters Financial, Foresters, and Helping Is Who We Are are trade names and/or trademarks of The Independent Order of Foresters (a fraternal benefit society, 789 Don Mills Rd, Toronto, Canada M3C 1T9) and its subsidiaries. EML490-090921EN
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