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Creditor insurance discovery tool

Equipping you to focus on what matters most — your customers

With a modern and intuitive user-interface, Securian Canada’s Creditor Insurance Discovery Tool is a bilingual digital resource that enables lenders to help customers discover their true insurance needs.

With the option to white label to meet your brand guidelines and the specific needs of your institution, the Creditor Insurance Discovery Tool allows your front-line staff to move away from manual excel worksheets and drive more meaningful creditor insurance conversations with your customers.

Designed to help borrowers understand the need for creditor insurance, the tool utilizes visual aids to demonstrate the range of potential scenarios that could significantly impact their financial situation, such as job loss, critical illness and other unexpected life events.

Always innovating

We continuously look for new ways to support your business with specialized products, technology, services and practical solutions that meet your evolving needs.

Contact sales to learn more about our products.

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Steps to a digital-first insurance discovery experience

With the new tool, lenders can facilitate a quick, easy, and personalized insurance discovery experience to present borrowers with a view of tailored coverage options aligned with your financial institution’s current product offerings.

Meeting details

Income

Liabilities

Monthly expenses

Existing coverages

Results

Key features at a glance

icon of a document

Create a shareable, single snapshot PDF of your customer’s insurance coverage gaps.

balance scale

Help customers compare their ability to pay monthly expenses with or without creditor insurance.​

Icon of a online form submit button

Enable a standard digital sales experience across all your financial institution branches.

Icon of a graph indicating volatility

Simplified end-to-end visualization for customers of different coverages and income scenarios.

DOFU 9-2024

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