As of March 30, the modernized contract delivery experience will be available for new term and whole life insurance sales (already in place for Access Life and Transition).
Over 50% of contracts delivered automatically in under 5 minutes!
What does this mean for you? Fewer manual actions and administrative follow-ups, giving you more time to focus on what truly matters!
👉 The contract is instantly delivered to the client through My Client Space, and you will be notified in the Business Tracker of the Advisor Centre. Each notification is an opportunity to reconnect with your clients! 
Enhancement of the Payable/Cash on delivery option
- Contract effective date automatically generated upon acceptance
- Premiums withdrawn only upon contract acceptance
- End of retroactive withdrawals and effective date change requests
Annual pre-authorized debit (PAD) now available as a payment method
Clients now have even more options: they can choose between monthly or annual (new) payments.
Contracts can now be issued up to the 31st of the month and clients can pay their premium at any time within 30 days of their policy’s monthly renewal date.
Even more self-service transactions
You can now carry out more than 20 self-service transactions directly in your Advisor Centre!
