iA CONNECTED

Make your day smoother, save time and lighten your workload! Use the resources at your disposal under the Tools tab in your Advisor Centre! It’s your go-to for working efficiently and optimizing client experience.

With the Web Showcase, you have everything you need to boost your visibility and generate online sales:  

For insurance, savings or retirement, did you know that many of the transactions you make most often can be carried out in just a few clicks via our digital tools available in the Advisor Centre?

Did you know you can directly access tracking of your orders, such as attending physician’s statements (APS) and telephone interviews, via the iCARE platform of our Dynacare life insurance solutions provider?

The Access Life experience is synonymous with flexibility, independence and efficiency. 

We’ve now added online transactions to reduce face amounts or terminate a policy. An excellent way to optimize your time! 

Take advantage of more frequent communications with your clients during the RRSP-TFSA-FHSA campaign to advise them of the importance of updating their contact information in My Client Space.

Discover how EVO saves you time.

Good news! From now on, you can access all in-force policies for living benefits products on the Assure&go platform.

Take advantage of more frequent communications with your clients during the RRSP campaign to advise them of the importance of updating their contact information in My Client Space.

By taking a moment to verify the mailing address, the telephone number and the email on record, you play an important role in ensuring that your clients' information is up to date.