iA CONNECTED

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.

The web version of EVO Insurance is now available to all iA Financial Group distribution networks. EVO Insurance is there with you anywhere, anytime, on any device.*  

To help you better understand the self-service transactions you can perform in the Advisor Centre, we have created a new tab named Digital Guide, which lists all the changes you can make to your current insurance applications and policies.   

Starting today, you can view new underwriting events in the Business Tracker!

By using our digital tools to their fullest, you'll have more time to focus on what really matters: your role as an advisor and the development of your business.