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Procedures and FAQ

Assure&go | An effortless non-face-to-face sales process

Apr 20, 2020 12:25:00 PM / by iA

Assure&go’s smooth and paperless process brings simplicity to the non-face-to-face sales of all our living benefits products. 

It is the ideal sales tool for critical illness and disability insurance at a time when priorities got a fresh perspective, including your clients' insurance needs.

Below is a brief summary of the necessary guidelines to make a non-face-to-face sale using Assure&go:

AssureGo_table

Screen sharing is mandatory to complete the sales process

Screen sharing with your client is compulsory throughout the sales process on Assure&go. Clients must be able to confirm that what is provided in the application meets their needs and to take note of the declarations and authorizations necessary for their request. In that respect, at the electronic signature step, your client will receive the following legal message:

By giving your confirmation code to your advisor in order for him to sign the application on your behalf, you confirm that you have seen and read all of the information recorded on your application by your advisor, including all related statements regarding your insurability, and consent to the declarations and authorizations required for your insurance request.

Ready to get started?

To start selling on Assure&go, please log in to the platform. For those who are not familiar with Assure&go, you can consult the user guide here.

Topics: Insurance, Tools

Written by iA