Since it landed, EVO Streamlining Insurance enrolment tool has quickly become your preferred tool when you complete a sale.
Several improvements have been made over time. Today, we propose revisiting the advantages of the EVO sales experience!
In a few points, here is how EVO will help you with your service offer on a day-to-day basis:
- It groups in a single location everything you need to sell an insurance policy.
- It allows you to sell simplified issue life insurance products that can cover your clients 50 and under for up to two million dollars. Moreover, nearly half of these clients will receive an instant decision and contracts are issued in under 24 hours!
- When selling a universal policy or a PAR product, you can add an estate bond directly in EVO. This advantage is also valuable for the shared ownership when selling a Transition product.
- The tool allows you to create several sales scenarios to better see and compare the premiums for the various offers. This function may be useful in your meetings with clients.
- You can share illustrations with your colleagues and assistants as needed. You just need the share key to be able to access an illustration pre-completed by someone else.
Remember that EVO Simplifying Savings also offers a complete enrolment tool. It allows you to complete a savings enrolment in under 10 minutes, completely online!
If you want to learn more about EVO, feel free to speak to your regional sales manager today!
You can also consult the interactive Training Guide and contextual tips, which are available in EVO, if you have any questions on these functions!
To read or reread our series of articles about EVO
Access EVO now
Click here to access the EVO Streamlining Insurance page
Click here to access the EVO Simplifying Savings page
