iA CONNECTED

Did you know that you can change or correct a beneficiary’s name online for all policies that are part of the modernized experience?*

Since August 17, clients who get lab tests as part of an application for life, critical illness or disability insurance (excluding Assure&go products) will be able to view their lab results online through the ExamOne secure portal. 

Good news!

Starting August 25, underwriting events related to policy change requests will be available in the Business Tracker within the Advisor Centre.

Say goodbye to paperwork and administrative red tape! Your requests are processed right away, compared to 7 to 14 days with paper forms. Enjoy a quick and seamless online experience to submit and modify your insurance contracts.

The electronic signature process has been optimized in EVO Insurance to provide you with an easier, faster and fully digital experience.

The default setting for receiving contract documents in EVO Insurance is now electronic only. Your clients will now be able to access their policy more quickly, securely and with no waiting, directly in their My Client Space.

Now you can work on a single shared file in real time with your colleagues.

Over the next few weeks, in mulitple rollout phases, your clients will be invited to update their login credentials to simplify access to our various client spaces (Individual, Group, Wealth Management and/or Investia).

Moving season is here! Make sure your clients’ address is still correct or update it in just a few clicks in your Advisor Centre.