iA CONNECTED

New term and whole life insurance sales are now fully integrated into the modernized experience! You can now complete more than 20 self-service transactions directly in the Advisor Centre, just like Access Life and Transition.

As of March 30, the modernized contract delivery experience will be available for new term and whole life insurance sales (already in place for Access Life and Transition).

As of March 30, 2026, there will be an updated Access Life declaration of insurability in EVO. It will include revised and simplified questions to help you determine your clients’ eligibility.

The RRSP-TFSA-FHSA campaign is in full swing! Take advantage of this key period to remind your clients of the importance of updating their contact information in My Client Space.

Did you know? Facebook allows you to offer online appointment booking directly from your business page.

New Transition sales now come with a modernized experience! You and your clients can perform several self-service transactions directly in the Advisor Centre and My Client Space, just like with Access Life.

You can now make your changes directly in the web version of EVO; no need to use EVO Desktop anymore!

You can now change banking details and payment day directly in the Advisor Centre, on your own, for all your in-force life insurance contracts!* These new features are in addition to those deployed for Access Life last April. 

Ever since it was introduced, EVO Insurance has been a huge success: to try it is to love it! Two important changes will come into effect on October 17, in EVO Insurance and Assure&go.