September 23, 2021
Topics: Insurance, Miscellaneous, Digital tools
Here are a few new features that have been implemented to help you adapt to your new reality!
September 22, 2021
Topics: Savings, Digital tools
Did you know that the segregated funds portal has over 50 marketing documents and tools to help you sell segregated funds?
August 3, 2021
Topic: Digital tools
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.
