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EVO Streamlining Insurance | Review your sales tool!

April 22, 2021

Topics: Insurance, Savings, Digital tools

Since it landed, EVO Streamlining Insurance enrolment tool has quickly become your preferred tool when you complete a sale.

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iA's One-Stop Shop: a picture is worth a thousand words!

April 21, 2021

Topics: Insurance, Savings

Many of you enjoyed our double page spread in the latest Choose iA Magazine, Insurance edition or Choose iA Magazine, Savings edition about iA’s One-Stop Shop. Good news! We’ve created it as a one-pager for clients, available in print or PDF.

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📢 Are you active on LinkedIn?

April 20, 2021

Topic: Web and Social Media

You have a LinkedIn account but don't know where to start?

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The Thematic Innovation Fund just turned five!

April 20, 2021

Topics: Investments, Portfolio Managers

The Thematic Innovation Fund, managed by Jean-Pierre Chevalier, turned five at the end of March. Besides it’s undeniable performance history, discover the ingredients that make it a must-have for any portfolio with a U.S. equity component.

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Electronic signature | Tools to better support you

April 16, 2021

Topic: Digital tools

At iA Financial Group, we’re constantly on the look-out for ways to make your distance-selling efforts easier and more efficient!

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Facilitate recruitment with social media!📱

April 15, 2021

Topic: Web and Social Media

Post job openings directly on your Facebook and LinkedIn pages!

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EVO Streamlining Insurance | Get to know the illustration tool

April 15, 2021

Topics: Insurance, Savings, Digital tools

The Streamlining Insurance illustration tool added to EVO in 2018 was specially designed to make your job easier!

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Assure&go | Contract delivery

April 13, 2021

Topics: Insurance, Digital tools

We are always mindful of our clients’, advisors’ and business partners’ satisfaction. Our desire to continuously evolve allows us to improve how we deliver contracts with amendments electronically.

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📢 Do you have a Professional Facebook Page?

April 13, 2021

Topic: Web and Social Media

A new guide helping you create your Facebook page is available on the Web Showcase. 

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Did you know...

April 12, 2021

Topics: Insurance, Digital tools

 

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