TD launches new, streamlined process for brokers

Submitting referrals for the bank's protection plans is now more efficient

TD launches new, streamlined process for brokers

TD has announced a new process for brokers with an enhanced digital referral system for its TD Protection Plans products.

The new system will save brokers valuable time and effort, as well as “strengthen their relationships with their clients,” TD said.

“And how much time will they save? A considerable amount given the new rapid referral process can take only 60 seconds,” the bank said.

“Brokers simply refer their customers to TD and our specialists will take care of the rest to ensure customers are well informed about their TD Protection Plan options, which include TD Mortgage Protection. These plans provide Canadians with the knowledge that their mortgage can be reduced or paid off in the event of an unforeseen covered health event.”

Read more: TD announces Q2 results

Submitting an eligible customer can be done online through TD’s Protection Plan website or via the TD Mortgage Solutions portal.

“Fill out the customer’s information, read the disclosures to the customer, obtain their consent(s) and submit the form,” TD said. “Refer your customers to TD and our specialists will take care of the rest.”

LATEST NEWS