Creditor Insurance Digital Discovery Tool
Equipping you to focus on what matters most — your customers
With a modern and intuitive user interface, Securian Canada’s Creditor Insurance Digital Discovery Tool is designed to help your customers discover their true insurance needs and make informed creditor insurance decisions with easy end-to-end visualization.
With the option to white label to meet your brand guidelines and the specific needs of your institution, the Creditor Insurance Digital Discovery Tool allows your front-line staff to move away from manual excel worksheets and help them drive more meaningful creditor insurance conversations with your customers.
Available in fully bilingual customer- and lender-facing versions, the Creditor Insurance Digital Discovery Tool helps borrowers understand the need for creditor insurance. It utilizes a range of visual features to demonstrate the different potential scenarios that could significantly impact borrowers’ financial situations, such as job loss, critical illness and other unexpected life events.
Insurance discovery made simple.
Watch this short video to see how Securian Canada’s Creditor Insurance Digital Discovery tool enables your lenders to help customers discover their true creditor insurance needs through a modern and intuitive digital experience.
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
Create a shareable, single snapshot PDF of your customer’s insurance coverage gaps.
Help customers compare their ability to pay monthly expenses with or without creditor insurance.
Enable a standard digital sales experience across all your financial institution branches.
Simplified end-to-end visualization for customers of different coverages and income scenarios.
Partner with a team that's got your back.
Whether you're exploring new opportunities or looking to evolve an existing program, we're ready to help. Together, we can design insurance solutions that create meaningful value for your business and the people you serve.