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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

Life insurance in two stages

Video · 36 seconds · no sound
Read the video text
  1. A simple two-stage process Share only what’s needed, when it’s needed.
  2. Stage 1: a short intake. Your goal, an approximate amount, and term or permanent coverage.
  3. Stage 2: a secure assessment. If more detail is needed, you get a secure link using your reference number.
  4. Never entered in the public form: Social insurance number, Banking or card details, Full beneficiary details.
  5. Talk it through with Frank. Ask your questions and review options before you decide.
  6. Start with Stage 1. Call or text (613) 777-0375 · frankinsurance.ca/life-insurance

Read the guide: how much life insurance do you need? →

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 scheduling and client-service website that connects you directly with Frank Tereraho, a licensed insurance broker (RIBO) affiliated with InsureU Brokers Inc. Information submitted through the website is preliminary and does not bind, activate, change or cancel insurance coverage.