The Access Life experience is synonymous with flexibility, independence and efficiency.
We’ve now added online transactions to reduce face amounts or terminate a policy. An excellent way to optimize your time!
New online functionality
- Terminate contract | Cancel or terminate coverage
- Decrease coverage face amount
No need to fill out forms F4A-04 and F6A! Look up a policy and make a few clicks right in the Advisor Centre.
As well as the functionality we've just added, here's a quick overview of the main online transactions available for Access Life, both for you and your clients.
Digital shift
Our teams work tirelessly to develop online capabilities. In line with iA Financial Group’s commitment to go electronic by 2025, we strongly encourage you to maximize your use of the online tools at your disposal. They’ve been designed simplify your tasks and save you time!
Need help?
For simple, easy-to-use materials conveniently separated by topic, click here!
Our next steps
Good news! Later in 2025, online functionality will be extended to Transition critical illness insurance, and then to all our traditional term and permanent life insurance policies.
Over the coming months, we will also be contacting all relevant clients about all the self-serve features that are available.
If you have any questions, please contact your iA sales manager, who will be happy to help.
