Head Office Letters to Members - Process Update
Our existing procedure for generating letters to members involves sending copies to both the member and the advisor for their respective records. We understand that this can cause challenges as you might receive the document after your member has already received their copy. In an effort to create faster access to information, we are initiating a change where these letters will be sent to you through email. This creates faster communication and better transparency, and we'll save some paper while we're at it!
What can you expect from us?
These changes are specific to letters produced by our Head Office departments. Examples include Claims letters and adhoc correspondence intended to address member concerns. This does not include items like statements and system-generated notifications (such as billing notices, etc.). Statements and system-generated notices will continue to be available through Agent Portal. The intent with this process change is only to replace those we are currently sending to you via mail.
As we begin this process, if you have any questions or concerns, please reach out to Operations Support.
Thank you for your ongoing partnership and support.
