Great news! Policy listings are now available on the Advisor Support website
Effective immediately, Policy listings are available on the Advisor support website and we would like to invite you to try it out and provide your feedback!
When logging into Advisor Support (https://www.bmo.com/insurance/advisor/), you will now see Export Policy Listing added to the options under Policy Listing. You can choose to include all inforce policies, recently terminated policies, or both. Select “Create Export File” to download a spreadsheet of all the clients you are servicing.
For assistance logging into our website, or to provide feedback regarding the tool, please reply to insurance.advisorsupport@bmo.com.
| Attachment | Size | Type |
|---|---|---|
| Export Policy Listing Guide BMO.pdf | 106.64 KB | application/pdf |