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The Blue Bulletin
June 2026 |
| Introducing SmartDecision
Get real-time underwriting decisions in minutes For qualifying clients, you can now close business faster, reduce friction, and access coverage up to $5M across Term, Universal, and Whole Life.
This new focus on speed and efficiency is thanks to SmartDecision, launched earlier this month. It’s powered by VUE (Virtual Underwriting Engine) and designed to deliver real-time underwriting decisions in SmartApp.
Why it matters:
Instant decisions at point-of-sale streamline the underwriting process, support flexible sales approaches (in-person or non-face-to-face), and keep complexity behind the scenes—so you can focus on client conversations.
Ready to get started?
Log in to Advisor Support to launch SmartApp and explore SmartDecision and visit bmo.com/smartapp to learn more.
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| BMO Insurance — Designed for advisors
- Designing insurance for real advisors. BMO Insurance’s Nicole Kennedy, Head of Advisory Business, and Rav Bharania, Chief, Digital Transformation, share how the organization is rethinking insurance experiences to reduce advisor friction, align with real-world workflows, and raise the bar for digital-first expectations. | Read now | Watch video
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| LifeFWD Webinars
- What’s next? Elevate your client experience with our upcoming CE-accredited webinar, Underwriting designed for real life, taking place on Thursday, July 16 at 1:30pm. Join Faiza Bhatti, Regional Vice-President, Business Development, BMO Insurance, to learn how point-of-sale underwriting helps you reduce delays, streamline your workflow, and keep client momentum—all while maintaining strong underwriting discipline. | Register now
- Missed our last session? Watch the full recording of Practical tips for building your presence on LinkedIn, that was hosted by Gregory Young, Vice President, Business Development and featured Jay Rautins, Head of Goods & Services at LinkedIn Canada. Get practical tips on building a strong profile, engaging authentically and using LinkedIn to grow your network and business | Watch video
| Guaranteed Investment Funds
- GIF enhancements now live: New updates bring added flexibility—including Individual Pension Plans (IPP) eligibility, expanded fund options, and a new digital client welcome experience to support your planning conversations. | Learn more
- IPP strategies unlocked: Discover how IPPs can support incorporated clients with tax-efficient retirement planning—and how GIFs can now play a role. | Read now
| Life & Critical Illness
- Turn hesitation into action: New competitive term pricing—especially at lower coverage bands where clients start—combined with a faster, smoother application experience helps move conversations to committed coverage. | Read now
- Flexibility for the future: Convertible term life insurance helps clients start with affordable coverage today, with the option to transition to permanent protection as their needs evolve. | Learn more
| “Catch the Wave” contest winners announced Our contest winners have been notified—congratulations to all! Missed out this time? More contests are coming soon, so stay tuned.
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| Annuities
- Close annuity business with ease: A guided smart form helps you complete applications faster, generate ready-to-sign PDFs, and avoid missing details— so you can keep cases moving. | Start now
| In case you missed it
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