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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.

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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