SmartApp
Welcome to SmartApp, BMO Insurance’s digital application platform for life and critical illness insurance – anytime, anywhere, in person or non-face-to-face. In this tutorial, you’ll learn the SmartApp process step-by-step. Plus find out where SmartDecision powered by VUE - our Virtual Underwriting Engine - may deliver instant underwriting decisions for eligible applications. 0:00 Introduction 0:27 Getting started 0:46 Quote 1:49 Pre-Screen 2:00 Advisor 2:28 Plan Selection 3:02 Insured 3:49 Owner 4:21 Coverage Info 4:39 Riders/Benefits 4:53 Insurance History 5:21 Questionnaire Options 6:40 Underwriting Questions & Insurability Questionnaire 7:49 Requirements & Decisions 8:21 Beneficiaries 9:22 Payor Information 9:35 Purpose of Insurance & Payment Details 10:25 Universal Life Fund Allocations 10:57 Completing the Application 11:26 eSignature 13:29 Submitting an application 14:30 Need Help?
SmartDelivery
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