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| SmartApp enhancements coming July 19 | SmartApp enhancements coming July 19 | 
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| As part of our ongoing commitment to improving your digital experience, BMO Insurance is rolling out enhancements to SmartApp effective July 19.
Here’s what’s changing: - Updated lifestyle and medical questions: Questions are now aligned with our paper application and tele-interview format, for consistency across platforms.
- Improved input fields: Based on user feedback, we’ve expanded the detail fields within these questionnaires to allow for more descriptive responses.
Important note:
In-progress SmartApps with completed lifestyle and medical questions that have not been sent for e-Signature before July 19 will have those two sections cleared on that date. On and after July 19, you will be required to re-answer the lifestyle and medical questions upon returning to complete those in progress SmartApp applications.
To avoid rework, we recommend finalizing all in-progress SmartApps and advancing them to the eSignature stage before the end of day July 18.
As always, medical questions remain optional and completing a tele-interview with Dynacare is encouraged. ***
If you need immediate support to use SmartApp, please contact the BMO Insurance Digital Support Team (DST) at Insurance.DST@bmo.com or 1-855-208-3675 from Monday to Friday, 9:00 a.m. - 6:00 p.m. ET.
MB 877 (2025/07/16) |
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| To find out more about BMO Insurance products, please call your MGA or contact the BMO Insurance regional sales office in your area or visit www.bmoinsurance.com/advisor. | |
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| | | Corporate Address: BMO Life Assurance Company, 9-250 Yonge Street, Toronto, (Ontario) M5B 2L7, Canada | The information in this publication is not for re-distribution and is intended as a summary of our products and/or services. It may include projected values based on a set of assumptions. Actual results may not be guaranteed and may vary. Please consult the appropriate policy contract for details on the terms, conditions, benefits, guarantees, exclusions, and limitations. The actual policy issued governs. Each policyholder’s financial circumstances are unique, and they must obtain and rely upon independent tax, accounting, legal and other advice concerning the structure of their insurance, as they deem appropriate for their particular circumstances. BMO Life Assurance Company does not provide any such advice to the policyholder or to the insurance advisor. |
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Insurer: BMO Life Assurance Company
BMO will never send you an email asking you to provide personal or confidential information (such as your debit or credit card number, passwords; or identification like Social Insurance Number, or Driver’s Licence). If you receive a suspicious email purporting to be from a member of BMO Financial Group, do not reply or click on any links. Instead, report the suspicious email to online.fraud@bmo.com immediately. Visit bmoinsurance.com/security for ways to help protect yourself online. | | Privacy | Legal | Security | Accessibility |
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