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.
March 26, 2026
Topics: Insurance, Digital evolution
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).
March 11, 2026
Topics: Insurance, Digital evolution
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.
March 2, 2026
Topics: Insurance, Digital evolution
February 12, 2026
Topic: Digital evolution
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.
January 9, 2026
Topic: Digital evolution
Did you know? Facebook allows you to offer online appointment booking directly from your business page.
November 24, 2025
Topics: Insurance, Digital evolution
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.
November 24, 2025
Topics: Insurance, Digital evolution
You can now make your changes directly in the web version of EVO; no need to use EVO Desktop anymore!
October 23, 2025
Topic: Digital evolution
Find out who won a $5,000 travel gift card in the “Winning $5,000 is easy!” contest and what she did to win the prize!
October 16, 2025
Topics: Insurance, Digital evolution
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.

