| Check out our top 5 reasons for choosing SmartApp: | 1. | All plans are now available on one app, including: | | • | universal life | • | whole life | • | term insurance | • | critical illness insurance |
| 2. | No cost Temporary Accidental Death Benefit coverage for up to $1,000,000 on every app | | • | No questions asked | • | No payment required |
| 3. | Change, save and exit anytime | | • | Make changes on the fly at any point before eSignature starts | • | Premium can be recalculated and underwriting requirements updated |
| 4. | Versatile and easy eSignature | | • | in-person or remote | • | on tablet, PC, or Mac | • | script, mouse, smartphone |
| 5. | Practice App | | • | Offers you all of the features available on SmartApp including eSignature except Submission | • | Safe and fun to try out all functions with no worries |
|
| 
| * Triple 5 Drive - Earn an extra $25
and drive for more! |
| Visit the Smart App page to learn more. |
|
|
|
| BMO Insurance’s secure Advisor Support is the gateway to Smart App.
To log in to Advisor Support, Advisors will need a user ID and password. | 
| Forgot your password? Get a new temporary password instantly. This feature is available if you have previously completed your challenge questions for the Automated Password Reset service. | 
| Other issues with Sign-in? Complete the online form and submit for all other situations (e.g. Forgot user ID, password expired, user ID locked etc.). BMO Insurance will respond by email with your user ID and temporary password. Please use this opportunity to set up your challenge questions for our Automated Password Reset service. | 
| Not contracted with BMO Insurance? Complete the form to get an instant temporary user ID and password to access Smart App. |
|
|
|
|
| *All SmartApp applications for BMO Insurance submitted between November 12, 2018 and March 31, 2019 and subsequently settled, will receive a SmartApp Get Started Fee of $25. We reserve the right to either withdraw or extend this promotion at any time with one week’s notice. The SmartApp Get Started Fee recognizes the time and effort invested by the advisor in learning and adapting this new electronic application. Fee payments will appear on commission statements. Advisors should recommend only products that are suitable for their clients and provide appropriate disclosures. |
|
|
|
| Triple 5 Drive: Get an extra fee on the 5th, 10th and 15th submitted and subsequently settled applications in the following manner. |
|
|
|
| | App count | Get Started Fees | Cumulative | | | 1-4 | @ $25 | $100 | | | 5th | @ $75 | $175 | | | 6-9 | @ $25 | $275 | | | 10th | @ $125 | $400 | | | 11-14 | @ $25 | $500 | | | 15th | @ $250 | $750 | | | 16th and after | @ $25 | $750+ | |
|
|
|
|
| Starting from the 16th submitted Smart App within the campaign period, each application that is subsequently settled will receive an extra $25 only. The tiered Triple 5 fee indicated above will not be paid. |
|
|
| | |
|
|
