Foresters Financial™ is introducing a few temporary measures to help you and your clients reduce the need for face-to-face contact.
Capturing your client’s email address on the application is the first step to ensure that the following temporary measures can take place.
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Certificate e-Delivery: We’ll send your clients an email requesting consent to receiving their Foresters Welcome Package, including their certificate, via secure email. If your client consents, you will receive an email notifying you when the Package is sent. If there are delivery requirements, the email to you will also include a copy of the Certificate Statement (summary of certificate details) and the applicable documents requiring signature before returning to Foresters.
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Delivery Requirements Submissions: Your clients can respond directly to the secure email received from Foresters to send wet signed documents back to us.
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Photos or scans of forms and questionnaires: We will accept photos or scans of forms that are required after we have received the application for insurance but before issue and trailing documents requiring signature after issue. Documents must be legible and complete with both the “wet ink” signature and form number clearly visible in the photo or scan.
You can also securely submit photos or scans of the full, signed, form that you receive directly from your client to Foresters using SecureDocs.
Read our helpful guide for a successful non face-to-face experience with Foresters.
Existing Foresters clients can also send photos of forms
Your existing Foresters clients can also submit photos of forms to make changes to their certificate. They simply contact our Service Centre at 800‑828‑1540 and we will send them the proper form via secure email. They can then securely reply to that email with a scan or photo of the completed “wet signed” form.
Remember to keep your email communications secure between you and your client when exchanging documents. Popular email services including Gmail and
Outlook offer security options.
For producer use only. Not for use with the public. 418603 US 04/20
Foresters Financial, Foresters, and Helping Is Who We Are are trade names and/or trade names and trademarks of The Independent Order of Foresters (a fraternal benefit society, 789 Don Mills Road, Toronto, Canada M3C 1T9) and its subsidiaries.
Foresters Financial | 789 Don Mills Rd. | Toronto | Ontario | M3C 1T9 | Canada
