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Recent Posts

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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Market Conduct Standards Code | Start 2021 on the right foot!

January 14, 2021

Topic: Miscellaneous

With the arrival of the new year, we wish to remind you of the importance of following the Market Conduct Standards Code (“Code”) implemented by Industrial Alliance Insurance and 

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Availability of semi-annual investment statements

January 14, 2021

Topic: Savings

The semi-annual investment statements will soon be available. Take this opportunity to contact your clients and kick-start the RRSP campaign.

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The preapproved RRSP loan offer is here!

January 13, 2021

Topic: Savings

Are you ready for the RRSP campaign? In the coming days the preapproved RRSP loan offers will be in your solicited clients’ hands! 

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