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Two-stage broker intake

Life Insurance in Ontario

Start with a short appointment intake, then complete a secure needs assessment only when more detail is needed. This keeps the first step simple while giving the broker enough information for a meaningful review.

REAL COVERAGE. BETTER VALUE. GET REAL INSURANCE.
Start Stage 1Open Stage 2 assessment
1

Stage 1 — Quick intake

Designed to qualify the request without asking for unnecessary sensitive detail.

  • Coverage purpose and approximate amount
  • Term, permanent or unsure
  • Existing life coverage and possible replacement
  • Approximate income, debts and dependants
  • Who would be insured
2

Stage 2 — Secure assessment

Uses the client reference and matching contact information. Sensitive responses are kept out of the public client dashboard.

  • Financial-needs analysis
  • Existing/group coverage
  • Policy-owner relationship
  • Preliminary health and underwriting screening
  • Replacement-review flag
Important

The website does not complete an insurer application or Ontario replacement declaration. A replacement indication is flagged for licensed broker review.

What the public intake does not ask for

Do not enter SIN, banking information, payment-card numbers, passport numbers, health-card numbers or full beneficiary details into the public intake.

Frank Insurance is a broker-connection and scheduling tool. Information submitted through the website is preliminary and does not bind, activate, change or cancel insurance coverage.