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.
July 29, 2025
Topic: Digital tools
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.
July 4, 2025
Topic: Digital tools
With the Web Showcase, you have everything you need to boost your visibility and generate online sales:
June 12, 2025
Topic: Digital tools
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?
May 22, 2025
Topics: Insurance, Digital tools
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?
April 28, 2025
Topics: Insurance, Digital tools
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!
February 12, 2025
Topics: Savings, Digital tools
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.
January 30, 2025
Topics: Insurance, Savings, Digital tools
Discover how EVO saves you time.
October 6, 2024
Topic: Digital tools
Generating sales opportunities is simple with Web Showcase’s ready-to-share posts. Just copy and paste the content onto Facebook, LinkedIn or Instagram!
September 6, 2024
Topic: Digital tools
Generating sales opportunities is simple with Web Showcase’s ready-to-share posts. Just copy and paste the content onto Facebook, LinkedIn or Instagram!
August 7, 2024
Topic: Digital tools
Generating sales opportunities is simple with Web Showcase’s ready-to-share posts. Just copy and paste the content onto Facebook, LinkedIn or Instagram!
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