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Procedures and FAQ

Insurance Transactions | New Channel to Send Missing Information

Apr 20, 2020 12:30:00 PM / by iA

Starting April 26, the Business Tracker tool, available in the Advisor Centre, will become
“THE” channel to use to send missing information after submitting an insurance transaction request (in-force policies).

It's secure, confidential and makes processing the transaction easier, especially in the current context of COVID-19.

Advisor email notification

By default, advisors will receive email notifications when additional information is required to process a transaction request. It’s the best way to make sure nothing is missed!

 This notification replaces the email sent to the agency. It is therefore essential that you use the Business Tracker and keep notifications activated when an action is suggested or required .

 

Once the information is received, a confirmation will appear in Business Tracker.

Advantages

  • Centralized view of the information both to be sent and that which has been sent already
  • Perfect complement to the transaction progress report, already available
  • Even more insight into your transactions: very helpful in answering your clients’ questions

Support material

 

Topics: Insurance, Tools

Written by iA