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Recent Posts

Savings | The EVOlution continues!

February 1, 2021

Topics: Savings, Digital tools

EVO now offers non-registered new-issue for entities (companies)!

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A video review of your year 2020 with iA

January 29, 2021

Topics: Insurance, Savings, Digital tools

Everybody's excellent work over the last few months made it possible for us to close the year with exceptional results in individual insurance, savings and retirement.

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Did you know...

January 27, 2021

Topics: Savings, Digital tools

Did you know that iA Mobile and My Client Space allow your clients to make RRSP and TFSA contributions autonomously?

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Assure&go | Finalizing the harmonization of your sales experience

January 22, 2021

Topics: Insurance, Digital tools

Good news! The work being done to harmonize Assure&go is almost done!

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Facebook's sales lead forms at your service! 💻

January 22, 2021

Topic: Web and Social Media

Regardless of what some might think, Facebook has its virtues. One virtue is the possibility of creating lead form ads to find interesting contacts in just a few clicks.

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My Client Space | Talk your clients into providing their email address

January 21, 2021

Topics: Savings, Digital tools

Take advantage of more frequent communications with your clients during the RRSP campaign to advise them of the importance of updating their contact information in My Client Space. Help us to improve their experience!

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Did you know...

January 19, 2021

Topic: Insurance - Living Benefits

Did you know that most Canadians are unaware of the problems associated with a disability? 

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Did you know...

January 15, 2021

Topic: Savings

Did you know that the beginning of the year is one of the best times to get in touch with your clients?

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Business Tracker | What’s new in claims

January 15, 2021

Topic: Digital tools

Did you know that events related to death benefit, critical illness and accelerated benefit claims being posted faster in Business Tracker allow you to better manage the support offered to claimants, clients and their beneficiaries?

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Looking for prospects? Here are 8 ways to generate sales leads!

January 14, 2021

Topic: Web and Social Media

When it’s time to prospect for new clients, choosing a random telephone number has become more risky than promising. We must do otherwise.

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