Starting now, a new onboarding letter will be mailed directly to the client’s home after a new insurance contract has been issued.
New information tool designed to improve the client buying experience and maximize the value of advisors’ time, the onboarding letter will be sent automatically to the applicant 30 days after the issuing of any new individual insurance contract on the EVO platform. A copy of the letter will also be available in the Advisor Centre and My Client Space in case of need.
In a revisited and sober format, this new onboarding letter will include contents such as the contract specifications, a clear procedure for accessing My Client Space and the necessary instructions for obtaining more information from the advisor or iA Financial Group
The onboarding letter will improve service delivery but will not in any way modify the enrolment process currently in place.
A Letter with Multiple Advantages
First, from the client’s perspective, the onboarding letter represents a tangible, reassuring document that may easily be stored for reference purposes. It also offers advisors a new opening for interacting with the client after the letter is received, without requiring any extra administrative work on their part. What’s more, by synthesizing all the relevant information in just a few pages and promoting the use of My Client Space, the new onboarding letter will help support responsible paper consumption while addressing key needs of both clients and advisors.
The onboarding letter does not replace the issuing of a hard copy of the contract. More information will be provided about this matter.
