Top

SmartApp – secure, easy and fast

Complete and submit your insurance applications online for term life, whole life and universal life plans in-person or non-face-to-face with SmartApp’s easy-to-use eSignature process.

Log in with your current Advisor Support ID to get started or try our practice app.

Why do you need SmartApp?

Say goodbye to paper applications! Go digital and benefit from using Smart App for your clients’ insurance applications. Submissions are immediate and processing begins right away, which means your clients get coverage sooner. Plus with SmartApp you can:

  1. Prepare quotes and applications from anywhere on any device.
  2. Complete applications in person with clients or non-face-to-face.
  3. Complete medical questions with your clients or have a paramedical professional complete later.
  4. Review missing information at a glance.
  5. Manage eSignatures easily, either in person or remotely with status updates.
  6. Make changes on the fly to get more accurate and complete applications with built-in edits.

How it works

Check out our video series to see how SmartApp’s intuitive design makes the insurance application process easy.

SmartApp tips for universal life and whole life plans

Learn the easy ways to complete an application with multiple coverage; attach a signed illustration; and complete the verification of identity process for a universal life Non Face-to-Face application.

Helpful resources to get started

Looking for more info? Find everything you need to know about using SmartApp.

Get in touch with us

Log into SmartApp using your Advisor Support ID.

Log in to SmartApp

*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.