April 8, 2019

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APRIL 15: CHANGES TO THE DSIGN EAPP

Your feedback is important to us! On April 15, we’ll be making changes to the DSign eApp to make your job easier and improve how insurance applications are processed…

ROLLOUT OF 3 IMPROVEMENTS TO THE INSURANCE ILLUSTRATION TOOL ON APRIL 15

On April 15, we’ll be rolling out 3 improvements to the Insurance Illustration tool. They address issues raised in your feedback and include streamlined navigation and automatic verification...

SPEED UP THE PROCESS BY ATTACHING YOUR DOCUMENTS IN DSIGN

Fast and secure for all your insurance applications. It just takes a few clicks! Here’s how it works…

LAST CHANCE TO STAY ON TOP OF YOUR GAME THANKS TO THE DESJARDINS INSURANCE HEALTH AND WELL-BEING PLATFORM

Want to attend a conference across the country? Need to renew your golf club membership? Every time a client of yours signs up for the new platform, it increases your chances of winning $3,000 to spend on any business development activity you choose…

SHOW THE BENEFITS OF LIFE INSURANCE WITH THE INSURED RETIREMENT PLAN CONCEPT!

Now available in the Illustration software, the concept shows how permanent life insurance can be an effective financial strategy for boosting retirement income and at the same time leaving something behind for loved ones. Here’s how it works…

HEALTH PRIORITIES: A NEW VIDEO FOR CLIENTS IS NOW AVAILABLE!

How can you clearly explain what critical illness insurance is? With this video, you can help clients fully understand the benefits of Health Priorities…

CHANGES TO THE PRESENTATION OF YOUR CLIENTS’ CONTRACTS

We’ve made some changes to the appearance of your client contract documents. This means you’ll be able to verify that all the required documents are on hand before delivering their policy. Learn more about these changes…