To improve our clients’ experience and reduce claim processing times, we are introducing two initiatives that are simplifying our processes and enhancing our efficiency.
1. Sending disability forms directly to clients
As soon as a disability insurance claim is opened, the initial forms are sent directly to the insured. This helps to:
- Quicken file opening by eliminating intermediate steps
- Send the forms quickly
- Simplify processing
- Support clients from the very first contact, at a delicate moment
Your role as an advisor is essential to explain the process, reassure clients, and encourage them to return the required documents promptly.
2. Direct deposit and critical illness benefits
Direct deposit payment for critical illness benefits (iAQ and iAE) is now authorized up to $500,000.
Advantages for your clients:
- Faster payments once the claim is payable
- No more mailing delays
- A simple, secure and reliable payment method
With these improvements, we can speed up claim processing and help you offer your clients a smoother and more human experience!
