Introducing BMO SmartApp

A secure, easy and fast way to complete and submit your insurance applications online.

In-Person with Clients or remotely Non Face-to-Face.

Get started or try our practice app.

With your current Advisor Support ID

Why you need this?

Say goodbye to paper applications. Go digital — and benefit from using BMO SmartApp 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. Get more accurate and complete applications with built-in edits.
  3. Complete applications In-Person with Clients or remotely Non Face-to-Face.
  4. Complete medical questions with your clients or have a paramedical professional complete later.
  5. Review missing information at a glance.
  6. Manage eSignature easily, either in person or remotely.

How it works

Check out our video to see how this intuitive tool makes the insurance application process easy.

Helpful resources to get started

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

Contact Us

*All SmartApp applications for BMO Insurance Term Life and Living Benefit Plans received by BMO Insurance Head Office by August 31, 2018 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 Fees recognize 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.