SmartApp tips for permanent plans
Submitted by Victoria on April 30, 2020 - 10:03am
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| Did you know that you now can use SmartApp for all of our life and critical illness plans?
This includes Term 100, the BMO Insurance Whole Life Plan and all universal life applications. Here are a few tips to keep in mind when submitting applications for these permanent plans: - Check to be sure that the Insured(s) is age 18 or above*
- If you’re submitting a whole life or universal life plan application, include an illustration from the Wave software (Note: illustrations are not required for Term, Term 100 or critical illness applications )
- Please note that the maximum face amount for any non face-to-face life application is $5,000,000*
Full details of SmartApp Tips for permanent plans.
Visit the SmartApp page to learn more.
| BMO Insurance’s secure Advisor Support is the gateway to SmartApp.
To log in to Advisor Support, Advisors will need a user ID and password. | 
| Forgot your password? Get a new temporary password instantly. This feature is available if you have previously completed your challenge questions for the Automated Password Reset service. | 
| Other issues with Sign-in? Complete the online form and submit for all other situations (e.g. Forgot user ID, password expired, user ID locked etc.). BMO Insurance will respond by email with your user ID and temporary password. Please use this opportunity to set up your challenge questions for our Automated Password Reset service. | 
| Not contracted with BMO Insurance? Complete the form to get an instant temporary user ID and password to access Smart App. |
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