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Self-service online transactions | More than 20 types!

March 26, 2026

Topics: Insurance, Digital evolution

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.

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Contract issue and delivery | Now faster and fully digital

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).

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Access Life: Changes to the declaration of insurability

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.

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Changes to Term and Whole Life Insurance

March 2, 2026

Topics: Insurance, Digital evolution

 
Starting March 30, 2026, traditional life insurance (term and whole life) will be integrated into the modernized experience, allowing you to perform self-service transactions in real time directly in your Advisor Centre.
 
Along with modernization, changes are being made to some of the products. Review these changes now so you’re ready to adjust your sales strategies and support your clients more effectively.
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My Client Space | Did your clients provide their email?

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.

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Save time with appointment booking on Facebook

January 9, 2026

Topic: Digital evolution

Did you know? Facebook allows you to offer online appointment booking directly from your business page.

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Transition | Self-service transactions now available

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.

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Electronic changes now in EVO Insurance on the web!

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!

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An advisor wins $5,000 in prizes! 🙌

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!

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Two new self-service transactions!

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. 

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