Electronic policy delivery consent records for Ontario brokers

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Should e-delivery consent be separate from the application?

Often yes — a dedicated line so a spot check finds it quickly. Follow principal-broker policy for form wording.

Paper consent scanned?

Upload to the line — same approve/reject QC as other bind documents.

Portal capture?

Client uploads signed consent or completes your brokerage flow; file the proof on the line.

Renewal re-consent?

New line or renewal-template line per brokerage policy — confirm whether prior consent still covers the channel and address used.

Does Hivi-X send policies electronically?

No — consent record only; delivery stays carrier/BMS process.

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