iA CONNECTED

Did you know that the Business Tracker is the perfect tool for updating your files before leaving on vacation?

As summer vacation time approaches, it’s a good idea to go to the Business Tracker to complete files where an action is required on new and in-force contracts.

A couple of minutes that will allow you to leave on vacation with a clear mind.

Improvements

The tool has been updated within the last few weeks:

• Filters have been added by sector (Insurance and Savings) to facilitate your searches
• The online course has been updated. Consult it now.

Take the lead

Take the lead in anticipation of your return to work by taking a look at suggested actions on certain files. These provide you with excellent opportunities to contact your clients and maybe review their insurance and savings needs!

A few examples of suggested actions:

• Change of address
• Change of coverage
• Contract expiration
• Etc.

To better manage your files, adjust your notification preferences. 😉

Go to your tool now!👇