Good news! It is now possible to give members of your team delegated access via your Assure&go account.
Make sure that any access you authorize is necessary for the tasks assigned to your delegates and that they will respect the confidentiality of client information.
How to proceed?
The next time you log in to Assure&go (Click here to log in), this window will pop up. Simply follow the steps shown on your screen to proceed.
Starting now, any illustrations created, or applications completed by your delegates be visible when you log in to your account. However, only the advisor can proceed to the electronic signature and submit an application.
This new feature will without a doubt facilitate the way you do non-face-to-face business while allowing you to concentrate on your role as an advisor.
The Assure&go Team
