We are always mindful of our clients’, advisors’ and business partners’ satisfaction. Our desire to continuously evolve allows us to improve how we deliver contracts with amendments electronically.
To do so, we have selected a quicker way that allows us to eliminate sending emails to the advisor and that consists of centralizing the deposit of documents on Assure&GO.
The steps, in a nutshell:
1. Deposit of documents on Assure&GO
A copy of the contract, including a coverage summary (individual policy), the rider(s) and the follow-up form will be deposited in PDF format on Assure&GO, as follows: Client’s last name, client’s first name_Amendment(s).
2. Recovery of documents by the advisor
The AGO notification will be sent to the advisor automatically to inform him or her that documents have been deposited on Assure&GO.
3. Sending of documents to the client for signature
The advisor will send all contract documents directly to the client. When sent by email, we recommend using secure email. The documents must also be password-protected. As needed, you can also refer to the procedure: Password protect a document
4. Sending to the delivery requirements team for implementation
Upon receipt of the dated and signed riders, the advisor will send the signed documents to the address provided on the follow-up form.
The contract will be sent to the client by mail.
