Did you know? Facebook allows you to offer online appointment booking directly from your business page.
November 24, 2025
Topics: Insurance, Digital tools
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 tools
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 tools
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 tools
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.
September 30, 2025
Topics: Insurance, Digital tools
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.
September 8, 2025
Topic: Digital tools
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.*
August 29, 2025
Topic: Digital tools
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.
August 14, 2025
Topic: Digital tools
Starting today, you can view new underwriting events in the Business Tracker!
August 1, 2025
Topic: Digital tools
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.

