eDelivery: Improving your client’s experience
Your clients can take advantage of a new, completely seamless and digital experience by opting into eDelivery. Each client policy package will be issued and made available for easy access through a user-friendly portal, and accessible to advisors through WealthServ and/or BlueSun.
Note: this new process applies only to policies issued after September 10th, 2021.
LIRD couldn’t be simpler!
When assisting clients with their replacement insurance applications, submitting LIRDs has been made so much simpler.
Notable improvements are: - The new electronic LIRD has been built directly into eAccess!
- Two signature processes now rolled into just one!
- Automatic LIRD attachment!
These enhancements will make your new business goals that much easier to achieve!
For any questions, please contact sales@cpp.ca.
Thank you for your continued support! |
