BMO Insurance for Advisors

Yes. BMO Insurance supports paper-based applications as well as SmartApp, the BMO Insurance eAppe App. You can order the paper-based application through your MGAManaging General Agent or print a copy right from the Forms and Materials page. SmartApp is accessible from the BMO Insurance Advisor Support portal.

Information regarding conversions can be found on the BMO Insurance Advisor page by searching the keyword “conversion”.

Conversion Guidelines

Conversion Form

Note: There is a conversion check box on the Wave illustration software. When checked, it will display the plans available for conversion. Keep in mind minimum plan requirements must be met.

This information is required to:

• verify the cause of death
• confirm the diagnosis
• confirm smoking status
• obtain medical history
• review contestable claim

Login to the BMO Insurance Advisor Support portal. In the Search bar on the top right-hand side of the screen, you can search by policy number or insured last name.

Note: For information regarding policies sold by Norwich Union, please contact Client Services at 1-800-387-4483 or by email at insurance.clientservices@bmo.com.

Each policy is customized to the needs of the insured. At the time of a claim, BMO Insurance makes every effort to ensure that we provide the appropriate forms for completion based on the type of coverage and type of claim.

To request claims on behalf of your client, complete the form on the Claims page and Submit.

If you have any questions, contact us at 1-866-355-8855 or email us at Insurance.claims@bmo.com.