Dear Valued Advisor,
**Please note update to part 2(b) with respect to using Quick Scan
RE: Doing Business amidst the COVID-19 Health Concerns
Further to our earlier communications regarding Global Pacific’s Emergency Response Plan (ERP), we wish to advise you of important recommendations to employ in the course of your day to day business operations. It is our desire that you modify your business routine with a more heightened vigilance to fundamental health interventions in order to help protect your clients, yourself and your family members.
- Telephone Meetings and the use of Online Support Tools
We encourage you to conduct your business in a non face-to-face setting (virtual meetings) over the telephone, and to utilize online resources such as electronic applications, and the Carrier’s online resources and tools on their websites.
When taking the application for your client, please get into the habit of asking the following questions:- How is your health right now?
- Do you intend on travelling in the near future? Where to, and for how long?
- Have you travelled recently? Where to, and for how long?
- Has someone living with you travelled recently? Where to, and for how long?
Electronic Applications are available for the following Carriers:
BMO:
Website | CLICK HERE
Electronic App| CLICK HERE (You will need to sign in, and then click the “Smart App” tab, and then click “New Application”)
iA:
Website | CLICK HERE
Electronic App (Life) | Open the iA Interface Software, Click on “Insurance”, and click on “EVO Launch” to the right. Begin your illustration, entering in client last name, first name and date of birth, and all other relevant details for the product being applied for. Once this has been entered, the “Go to the e-application” button will be highlighted in the bottom right hand corner, and you will begin the electronic application process, which will prompt you to sign in using your advisor code and password.
Electronic App (Savings & Retirement) | CLICK HERE (You will need to sign in to “Secure Access”, click “My Tools and Applications” at the top of the screen, click “New Issue – Individual Savings & Retirement”, then click on “Get Started”, and then “Continue” in the lower right) *Please remember to use your FundServ Code, and not your Life Insurance Code
Electronic App (RESP) |CLICK HERE (You will need to sign in to “Secure Access”, click “My Tools and Applications” at the top of the screen, click “RESP New Issue – Individual Savings & Retirement”) *Please remember to use your FundServ Code, and not your Life Insurance Code
Electronic App (Disability) | CLICK HERE (You will then need to click on “Log In” at the top right)
DFS:
Website | CLICK HERE
Electronic App | CLICK HERE (You will need to sign in, and then click “create a new case”)
SSQ:
Website | CLICK HERE
Electronic App | Open the SSQ Illustration Software, and run your illustration. When complete, you may click the “EA” button at the top of the screen to access the electronic application. You will need your password to access the electronic app.
Manulife:
Website | CLICK HERE
Electronic App | CLICK HERE (You will need to sign in, and then click “E-Application” which is located under the Insurance Category of “Tools & Illustrations”. Then click on “Start new case”)
Empire Life:
Website | CLICK HERE
Electronic App | CLICK HERE (You will need to sign in, and then click “Fast & Full Life Insurance” or “Fast & Full Investments” which is located under the “Quick Links” section on the right side.) *Please remember to use your FundServ Code for Fast & Full Investments, and not your Life Insurance Code
Canada Life:
Website | CLICK HERE
Electronic App | CLICK HERE (You will need to sign in, and then click “New Business application for insurance” or “Simple Protect Dashboard” which is located under the “Online Services” section on the left side.) *Simple Protect is for fast applications, which include single life Term, CI, Combo Term/CI, and PAR; otherwise, use the New Business application for insurance for all other, as it is equivalent to the Paper Application.
Equitable Life:
Website | CLICK HERE
Electronic App | CLICK HERE (You will need to sign in, and then click “EZcomplete Online Application” located on the toolbar along the top, then click “Go to EZcomplete”, and click “New Application”. You will have the option to do an Insurance App or Savings and Retirement App) *Please remember to use your FundServ Code for the Savings and Retirement App, and not your Life Insurance Code
- Delivering Applications, Settling Documents and Forms to Global Pacific
In order to protect yourself, your family members and the team at Global Pacific, we encourage you to submit any documentation to Global Pacific in the following preferred order:
- Fax documentation to Global Pacific at 604.581.2629
- Scan and E-Mail documentation to the appropriate Global Pacific Team Member
>For Policy Delivery, email to delivery@globalpacific.com
>For Applications, email to your Account Manager
>For Investments, email to investments@globalpacific.com
*We would advise you to use an application such as “Quick Scan” rather than taking pictures (poor quality) of documents to send via email, as this produces a higher quality image or PDF file which can be read nicely. These apps are available from the app store on your cell phone (Android or iPhone).- Place documentation in an envelope, and drop it off at our office using the mail slot at Global Pacific’s Front Door Entrance
We truly appreciate your cooperation and patience as we coordinate efforts aimed at limiting the spread of the COVID-19 virus. Should you have any questions at all, please contact any member of Global Pacific Team.
Warm regards,
Global Pacific |
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