Building and preserving wealth together.

1-800-561-1177

BMO Insurance Smart App Upgrade coming July 20th
Printer-friendly versionPrinter-friendly versionPDF versionPDF version

We’ve listened to your valuable feedback and will soon be introducing several enhancements to Smart App! These upgrades will allow you to: 

  • Upload additional documents any time before you submit an app, even after eSignature has been completed;
  • Provide more detailed answers or comments to questions through lengthened input fields;
  • Review underwriting requirements for each insured which will be automatically published on Advisor Report, saving you from checking the required boxes; and
  • Explore the upgraded features in the improved Practice App environment.


Experience Smart App today and get ready for the enhancements coming soon!


As a result, Smart App will be temporarily unavailable from 11:30 pm on Friday July 20th to 9:00 am EST on Saturday July 21st. We apologize for any inconvenience this may cause.