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Page 1: Introducing the Forms & Questionnaires - Bank of Montreal · PDF fileIntroducing the Forms & Questionnaires on our Advisor Website Making it easier to do business with us! 0

Introducing the Forms & Questionnaireson our Advisor Website www.bmoinsurance.com/advisor

Making it easier to do business with us!

FORMS &QUESTIONNAIRES

Accessing Forms & Questionnaires

Once you’re at the BMO Insurance Advisor home page, click on the ‘Forms & Questionnaires’ tab.

www.bmoinsurance.com/advisor

FORMS &QUESTIONNAIRES

Accessing Forms & Questionnaires

There are 4 tabs which contain the new Forms & Questionnaires:• New Business Applications• Underwriting Questionnaires• Policy Service Forms• Claims

www.bmoinsurance.com/advisor

FORMS &QUESTIONNAIRES

New Business Applications & Underwriting Questionnaires

3www.bmoinsurance.com/advisor

FORMS &QUESTIONNAIRES

Policy Service Forms &Claims

4www.bmoinsurance.com/advisor

FORMS &QUESTIONNAIRES

BONUS FEATURE – FILLABLE FORMS!

Fillable forms:All of our forms have been converted to a new fillable version where you can fill the form out on the spot.

www.bmoinsurance.com/advisor

Page 7: Introducing the Forms & Questionnaires - Bank of Montreal · PDF fileIntroducing the Forms & Questionnaires on our Advisor Website Making it easier to do business with us! 0

For more information, please contact your BMO Insurance Regional Sales Office. We appreciate your business!

Western Region:VancouverToll Free: 1-877-877-1272

CalgaryToll Free: 1-877-847-8160

Ontario Region:TorontoToll Free: 1-800-608-7303

Quebec/Atlantic Region:MontrealToll Free: 1-866-217-0514

www.bmoinsurance.com/advisor

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