Kids’ financial literacy? There’s an app for that. Want to trade equities on the fly, there’s an app for that, too. Signing up for an RESP? Check. It was only a matter of time insurance industry got one of their own.
And now they do, thanks to Mobile EquiNet, an app for Equitable Life of Canada that aims to make it easier and faster for financial advisors to check the status of their clients’ life insurance applications.
“We wanted to provide our advisors with a faster, more convenient option to check the status of their pending business,” says Michael Dawe, senior vice-president, individual, Equitable Life of Canada. “Advisors are frequently on the road meeting with clients, and they increasingly rely on their smartphones to do business.”
Advisors can access the app by visiting the firm’s website and clicking “Online tools and information,” or by browsing directly to https://advisor.equitable.ca/mobile/.
There is nothing to download and no new passwords to remember—advisors simply use the password they received when they originally registered for EquiNet. The pages are formatted for a mobile device, making it easier to navigate. However, all client information is secure and encrypted.