General Application
Where can the 350 paper application be found?
Equinet forms section
This secure online application is accessible only after logging into EquiNet.
What is EZcomplete?
Advisors can opt in to receive these when they submit an EZcomplete application.
What are text message notifications?
This browser is recommended for completing signatures in EZcomplete.
What is Chrome or Edge?
This platform must be accessed via Equinet and allows advisors to apply for all individual insurance products.
What is EZcomplete?
This feature allows advisors to duplicate an existing application with similar client information.
What is Clone Application?
Once submitted, applications remain available on EZcomplete for this many business days.
What is 28 business days?
This must be assigned by the advisor and is required for each signer in remote signing.
What is a 4-digit security code?
This method of submitting a paper application is preferred over faxing
What is EZ Upload?
Advisors have this many days to complete and generate an application for signatures before it is auto-deleted.
90 days
This report can be partially saved and optionally reviewed by a supervisor before submission.
What is the Advisor Report?
If the advisor is also the insured, owner, payor, or beneficiary, they cannot act in this role.
What is a witness?
Advisors can request paper applications from their MGA using what form.
What is Form 1390? (supply request form)
Once an application is submitted, how long does the application stay on the Dashboard?
What is 28 days?
This must be entered correctly the first time an advisor uses EZcomplete to ensure MGAs are notified of submitted applications.
What is the MGA email address?
Applications are valid for this long from the date they are signed.
What is one year?
If an EZcomplete application is deleted from the dashboard, it can only be recovered within this time frame.
What is 10 days?
What to the max limit for credit card payments via EZComplete?
What is $5000 CAD?
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?
Advisors have this many days to complete and generate an application for signatures before it is auto-deleted.
What is 90 days?