Introducting EZcomplete | Global Pacific Financial Services

Introducting EZcomplete

Submitted by Tracey on March 23, 2016 - 9:39am

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EZcomplete is intuitive, simple to use and puts everything you need right at your fingertips. Using it can reduce the time, frustration and potential mistakes that can happen with a paper application.

It’s currently available for single life term policies sold in face to face client meetings.

Benefits of EZcomplete:

Walks you step by step through the process.
Only asks required questions.
Checks for missing information at each step.
Features e-signature and e-payment technology. Clients can pay their initial premium by credit card or Interac Online and sign the application using a mouse, finger or stylus.

With a click of a button, the application is submitted to Equitable Life to begin processing.

Sign into EquiNet to find out more. While you’re there, visit our practice site and give it a try!