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Advisor tools

Elevate your client service with our suite of digital advisor tools designed to help you create the right insurance strategies, prepare quotes, and submit applications.

Find the right tool

Use the filter on the left to navigate our comprehensive suite of tools, designed to enhance your client service and streamline your processes.

  • SmartApp

    Say goodbye to paper with our easy-to-use digital platform that streamlines life and critical illness insurance applications. Enjoy a fast, secure way to manage client applications.

    SmartApp
  • SmartDelivery

    Control policy delivery for new life insurance and critical illness policies, and most term conversion policies footnote 1. Our electronic delivery solution guides you through completion of the eDelivery package and settlement documents.

  • Wave Illustration System

    Generate professional quotes with ease, to assist in reliable insurance planning.

  • BMO InvestmentPro

    Access comprehensive performance reports for a wide range of investment options available on your clients’ universal life insurance policies.

  • WealthLink

    Track assets under administration, service fees, and client records securely. Log in or register today to enhance your operational efficiency.

  • Life Insurance Calculator

    Calculate how much life insurance your clients need to help financially protect their loved ones.

  • Investor Profile Questionnaire – Universal Life

    Use this simple questionnaire to help your clients identify their investor profile and then match them with the right universal life investment options. 

    Download Investor Profile Questionnaire
  • BMO Guaranteed Investment Funds Investor Kit

    Find everything you’ll need to get your clients started with BMO Guaranteed Investment Funds (BMO GIFs).

  • Income Annuity Application Smart Form

    A simple tool with step-by-step instructions to complete an income annuity application with BMO Insurance.

  • Critical Illness Insurance Calculator

    Easily calculate the necessary critical illness insurance coverage to help your clients safeguard their income and manage unexpected expenses in case of a critical illness.

  • BMO Guaranteed Investment Funds Performance Portal

    Sort and compare BMO Guaranteed Investment Funds based on performance, asset type and class.

  • Frequently Asked Questions – Life Insurance

    Find answers to common questions regarding business processes.

  • Investor Profile Questionnaire – BMO Guaranteed Investment Funds

    Use this simple questionnaire to help your clients determine whether a BMO Guaranteed Investment Fund option may be suitable for them.

  • Your Guide to BMO Insurance Whole Life

    Learn how BMO Insurance Whole Life works. Simple. Flexible. Guaranteed.

  • Cannex

    Illustrate and compare various income annuities and access real-time BMO Insurance quotes. We accept Cannex generated quotes with your client’s income annuity application.

External Resources

  • CLHIA Material for Advisors and MGAs
  • Office of the Superintendent of Financial Institutions (OSFI)
  • Wealth Planning Facts & Figures

Contact us

Have questions? Call or email us today for more information about how we can help you. 

Get in touch

Footnote 1 detailsTerm policy conversions from policies originally issued by Abbey Life, ITT Hartford or Norwich Union will not be delivered using SmartDelivery.