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Recent Posts
April 15, 2021
Topics: Insurance, Savings, Digital tools
The Streamlining Insurance illustration tool added to EVO in 2018 was specially designed to make your job easier!
April 13, 2021
Topics: Insurance, Digital tools
We are always mindful of our clients’, advisors’ and business partners’ satisfaction. Our desire to continuously evolve allows us to improve how we deliver contracts with amendments electronically.
April 13, 2021
Topic: Web and Social Media
A new guide helping you create your Facebook page is available on the Web Showcase.
April 9, 2021
Topic: Insurance
Starting now, a new onboarding letter will be mailed directly to the client’s home after a new insurance contract has been issued.
April 8, 2021
Topics: Investments, Portfolio Managers
Just in time for Earth Month, we are announcing today the expansion of the portfolio management team for our SRI (Inhance) managed solutions (“the Funds”) managed by Vancity Investment Management Ltd. (“VCIM”).
April 8, 2021
Topics: Insurance, Savings, Digital tools
Over the last few months, our digital tools have been your trusted daily companions.
April 6, 2021
Topic: Web and Social Media
A new guide helping you create your LinkedIn page is available on the Web Showcase.