iA CONNECTED

With the addition of electronic signature, you will now enjoy a simplified and fully digital process for changes requested via EVO Insurance.

This enhancement to your sales tool applies immediately to most types of change request. With EVO, benefit from a fully digital, quick and secure process. You can also see the progress of your requests instantly in the Business Tracker.

These changes related to underwriting, which will soon be integrated in your tool, still require the completion of form F1EA:

• Reinstatement
• Addition of insurance
• Change of tobacco use status
• Excess premium review
  
  

Take advantage of this functionality and group your transactions!

Enhance your clients’ sales experience and make your job easier thanks to electronic changes. Enjoy the distinctive experience with EVO, one of the best remote sales platforms in Canada.

Please note that changes that can be made with a limited trading authorization (LTA), you still have the option of not requiring your client's signature. In EVO, simply check the Paper method of signature and attach form F1EA signed only by the advisor.