All Things Applications
If an EZcomplete application is deleted from the dashboard, it can only be recovered within this time frame.
What is 10 days?
This email is used when sending updates related to a pending policy.
What is indnewbusreply@equitable.ca?
This browser is not recommended for completing signatures in EZcomplete.
What is Internet Explorer (EI)?
If the applicant only has one name, it must be entered in both of these fields.
What are the first name and last name fields?
These agents are automatically set up for EZcomplete once they receive their EquiNet ID and password.
Who are WFG agents?
This method of submitting an EZcomplete application is preferred over faxing.
What is EZ Upload?
This action is taken if an ACRR was created in error.
What is change status to Waived and update VSI note to “created in error”?
This person cannot be a witness if they are the insured, owner, payor, or beneficiary.
Who is the servicing advisor?
Even for non face-to-face applications, the owner must be physically present in this location when signing.
What is the province where the advisor is licensed?
If medical results include labs, this team must be contacted to resend them to the doctor.
Who is the Underwriter?
Advisors can request paper applications from their MGA using this supply request form.
What is Form 1390?
This email is used to escalate a second ACRR request for New Business
This email is used to escalate a second ACRR request for New Business
If a signer enters the wrong security code too many times, this action must be taken by the advisor.
What is unlocking the signer or resetting the security code?
This must be selected for WL and UL applications to determine if the application is face-to-face or not.
What is Verification of Identity?
This is the recommended search method to ensure all documents indexed to a file are visible.
What is search by policy number (after searching by application number)?
This document outlines the procedure for recovering a deleted EZcomplete application.
What are the Related Documents?
This email is used to send underwriting-related requests to CCR Support.
What is csrsupport@equitable.ca?
Once submitted, applications remain available on EZcomplete for this many business days.
What is 28 business days?
This system will show jointly owned UW Pro policies in short form, such as “J.Chen S.Li.”
What is Ingenium?
This action is taken if an ACRR was created in error.
What is change status to Waived and update VSI note to “created in error”?
This feature allows advisors to duplicate an existing application with similar client information.
What is Clone Application?
If a fee approval is outside of the standard turn around time how does that request get escalated and to what group?
Referred case note to New Business Admin (formerly UW Support)
This action must be taken if a signer is locked out after entering the wrong security code multiple times.
What is unlocking the signer or resetting the security code?
If a medical provider has a foreign address, this workaround must be used in EZcomplete.
What is enter the client’s address in the provider field and note the correct address in the advisor notes?
This requirement type is used when an underwriter emails a broker for additional information, even if the request is nonmedical.
What is Reply to Memo – Medical or Financial?