Find the right tool
Use the filter on the left to navigate our comprehensive suite of tools, designed to enhance your client service and streamline your processes.
Say goodbye to paper with our easy-to-use digital platform that streamlines life and critical illness insurance applications. Enjoy a fast, secure way to manage client applications.
Control policy delivery for new life insurance and critical illness policies, and most term conversion policies footnote 1. Our electronic delivery solution guides you through completion of the eDelivery package and settlement documents.
Access comprehensive performance reports for a wide range of investment options available on your clients’ universal life insurance policies.
Track assets under administration, service fees, and client records securely. Log in or register today to enhance your operational efficiency.
Calculate how much life insurance your clients need to help financially protect their loved ones.
Use this simple questionnaire to help your clients identify their investor profile and then match them with the right universal life investment options.
Find everything you’ll need to get your clients started with BMO Guaranteed Investment Funds (BMO GIFs).
A simple tool with step-by-step instructions to complete an income annuity application with BMO Insurance.
Easily calculate the necessary critical illness insurance coverage to help your clients safeguard their income and manage unexpected expenses in case of a critical illness.
Sort and compare BMO Guaranteed Investment Funds based on performance, asset type and class.
Use this simple questionnaire to help your clients determine whether a BMO Guaranteed Investment Fund option may be suitable for them.
Learn how BMO Insurance Whole Life works. Simple. Flexible. Guaranteed.
Illustrate and compare various income annuities and access real-time BMO Insurance quotes. We accept Cannex generated quotes with your client’s income annuity application.
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Footnote 1 detailsTerm policy conversions from policies originally issued by Abbey Life, ITT Hartford or Norwich Union will not be delivered using SmartDelivery.