Description: A female advisor works at home, talking on her phone and typing on her laptop.
Onscreen text: Non-face-to-face applications for SimpleProtect™
Description: A dashboard for SimpleProtect online applications is revealed and "Term life," "Critical illness," "Combo application" and "Participating life" are shown.
Onscreen text: Let’s start from the dashboard. All products available in SimpleProtect have the option for clients to sign on their device.
Description: The "Term life" application is chosen. Term life options are shown. “Single-life” is clicked.
Onscreen text: This process starts with a few eligibility questions.
Description: The “Eligibility” page is shown. Four eligibility questions are answered. The “Product eligibility” form appears. Date of birth is entered, sex “Female” and smoking status “Non-smoker” are chosen. “Verify Eligibility” is clicked.
Onscreen text: This client is eligible for SimpleProtect and can sign on their device.
Description: The application opens and the “Product and insured” page is shown. “Client’s device” is chosen.
Onscreen text: For the client to stay eligible for instant approval, confirm that you've met them in person or through video chat in the past 6 months for critical illness or 12 months for life insurance.
Description: A list of Non-face-to-face conditions is shown and the user is asked to validate. No” is chosen for the first question as the client was not met in person. “Yes” is chosen for the second question, confirming that the client was met via video chat. “Ontario” is chosen for the province, and “Submit” is clicked.
Onscreen text: The client needs internet access to sign the application and any relevant documents from their device.
Description: A pop-up reminder window appears confirming that the client must use their own device to sign. “Continue” is clicked.
Onscreen text: The owner and insured have to be the same person to qualify for the non-face-to-face process.
Description: The client’s general and contact information is entered into a form.
Onscreen text: Choose the product details.
Description: A coverage amount of $650,000 is entered. The product “T20” is clicked and “No” is chosen as the client has no existing coverage.
Onscreen text: SimpleProtect calculates the monthly premium.
Description: “Calculate premium” is clicked. A monthly premium of $33.34 is calculated.
Onscreen text: Add beneficiaries.
Description: The “Beneficiary” page is shown. The client’s spouse is added as the primary beneficiary to the form and the percentage to be paid is entered as 100%. “Next” is clicked.
Onscreen text: Enter the client’s relevant health and lifestyle details.
Description: The “Health and lifestyle” page is shown. The client’s responses are entered into the form. “Review and Sign” is clicked.
Onscreen text: Review the entire application here.
Description: The “Review and Submit” page is shown. The mouse scrolls to the signature field at the end of the page.
Onscreen text: Enter the client's email address.
Description: The client’s email address is entered and “Send” is clicked.
Onscreen text: The client will have 72 hours to sign the application.
Description: The application locks. A new navigation appears to signal that the application is being reviewed.
Onscreen text: The application will stay locked until they’ve signed or requested a correction.
Description: Camera zooms to the navigation.
Onscreen text: If the client can’t access the application or the signing link expires, you can revoke the request.
Description: “Go to dashboard” and “Revoke request” buttons are shown in the navigation.
Onscreen text: This sends the client another email with a new signing link.
Description: The application remains locked.
Onscreen text: The client will receive the email within minutes.
Description: An email pop-up appears. The email opens. It is addressed to the client from Canada Life.
Onscreen text: They follow the instructions to verify their identity and start the signature process.
Description: The client clicks “Verify your identity.”
Onscreen text: They’ll enter last name, date of birth and postal code. It must match what you've entered.
Description: The mobile “Verify your identity” page is shown. The client enters their information. “Next” is pressed and a message that the application has been received appears.
Onscreen text: The client will sign by entering the last four digits of the application and their first and last name.
Description: The “Review application” page is shown. The client scrolls down to the signature field. The application number and their name are entered. “Agree and Sign” is pressed.
Onscreen text: Once the client has agreed and signed, they’ll be notified you’ve received the application.
Description: Cut to advisor’s screen, the application unlocks.
Onscreen text: You’ll be notified by email. The application unlocks, and you can proceed.
Description: “Next” is clicked.
Onscreen text: Fill in your information and submit for processing.
Description: The “Advisor Information” page is shown and fields their requiring confirmation are clicked. The advisor’s number is chosen from a dropdown. “Submit Application” is clicked.
Onscreen text: This client has been instantly approved.
Description: The “Results” page is shown. “Next” is clicked.
Onscreen text: You can proceed to payment on your client's behalf.
Description: The “Payment Information” page is shown. The monthly and annual “Payment frequency” options are shown and “$26.91/month” is chosen. The “Payment method” options of “Banking” or “Credit card” appear and “Banking” is chosen. The client’s name is selected as the “Account holder” and the “Chequing” option for “Account type” is selected.
Onscreen text: You’ll input your client's payment information.
Description: The client’s “Transit number,” “Bank code” and “Account number” are entered. “Save” is clicked and a confirmation screen appears. “Next” is clicked.
Onscreen text: And you're done!
Description: The “Payment Processed” page is shown. “Finish” is clicked.
Onscreen text: Get set up at canadalife.com/simpleprotect
Description: Canada Life logo and legal appears:
*SimpleProtect is a trademark of The Canada Life Assurance Company. Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-888-252-1847
