We're pleased to announce improvements to Smart App and the eSignature process so that you can now also use Smart App for your non face-to-face sales!
With Smart App, you can:
- Prepare quotes and complete applications for Term Life and Critical Illness plans using any personal computer or tablet device
- Get more accurate and complete applications with Smart App’s built-in edits
- Choose to complete medical questions with your clients or have a paramedical professional complete them later
Find out how easy it is to use Smart App either for your in-person or non face-to-face sales.
Plus, learn about how simple and secure our improved eSignature process can help you with these sales.
For more information on Smart App including access to a complete e-learning program, visit www.bmo.com/smartapp.
At this time, we will continue to accept Non Face-to-Face fillable PDF applications (431E). There are no changes to any processes associated with submitting these applications to BMO Insurance.
BMO Insurance’s secure Advisor Support is the gateway to Smart App. To login to Advisor Support, Advisors will need a user ID and password. Forgot your password? Click Forgot your password? on the login page and you can get a new temporary password instantly. This feature is available if you have previously completed your challenge questions for the Automated Password Reset service. Trouble logging in? Click Trouble logging in? on the login page for all other situations (e.g. Forgot user ID, password expired, user ID locked etc.). Complete the online form and submit. 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. New to BMO Insurance? Click New to BMO Insurance? on the login page and complete the form to get an instant temporary user ID and password to access Smart App. |
New and improved Term Life rates, plus Term 15 and 25 plan options are now available!
*Get Started with Smart App and earn an extra $25.