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SSQ Insurance
Electronic Application
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Dear XXXXX:
I am writing to confirm our appointment on dd month at hh:mm to fill out an electronic insurance application.
The meeting
can be done over the phone (I will call you at 000-000-0000) or via
videoconference using the XXX app.
There are many advantages to completing an
electronic application and I’m sure you will find the process
convenient and user-friendly, as well as secure.
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Here is some useful
information about our meeting:
Internet
connection
During our meeting, I will send you a
hyperlink and code enabling you to access the application from your
computer or smartphone. This requires Internet access.
Live
information validation
You don’t have to fill out the application - I
will do it for you! You will simply validate with me the
information displayed on your screen and click a button to confirm
each section. This will ensure that all the information entered is
accurate.
ID check
Before submitting an application, I must
verify your identity. Please have a valid photo ID with you
(driver’s licence, passport).
Electronic
signature
The application uses an e-signature. There’s
no paper document to sign. It's quick
and secure!
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Additional
steps may be required depending on the product we select. I will
explain more about this at our meeting.
I’m looking forward to virtually seeing you!
Xxxxxxx Xxxxxxxx
Financial Security Advisor
000-000-0000, ext. 000000
Mobile: 000-000-0000
courriel@xxx.ca
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Remote sales are permitted
under certain conditions. If, during our meeting, we realize that
the selected product cannot be sold via electronic application, an
in-person meeting will be required.
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