An enhanced experience awaits your clients the next time they have to e-sign in EVO Insurance or Savings.
June 29, 2021
Topic: Digital tools
They’re tools you can use to optimize your services as an advisor!
June 21, 2021
Topics: Insurance, Savings, Digital tools
With the addition of electronic signature, you will now enjoy a simplified and fully digital process for changes requested via EVO Insurance.
May 28, 2021
Topics: Insurance, Savings, Digital tools
Starting May 31, theBusiness Tracker tool, available in the Advisor Centre, will become
“THE” channel to use to send missing information after submitting a savings transaction request.
April 22, 2021
Topics: Insurance, Savings, Digital tools
Since it landed, EVO Streamlining Insurance enrolment tool has quickly become your preferred tool when you complete a sale.
April 16, 2021
Topic: Digital tools
At iA Financial Group, we’re constantly on the look-out for ways to make your distance-selling efforts easier and more efficient!
April 15, 2021
Topics: Insurance, Savings, Digital tools
The Streamlining Insurance illustration tool added to EVO in 2018 was specially designed to make your job easier!
