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.
May 28, 2021
Topics: Insurance, Savings, Digital tools
May 7, 2021
Topic: Insurance
On July 16, the International Stocks (iA) investment account will be closed.
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 21, 2021
Many of you enjoyed our double page spread in the latest Choose iA Magazine, Insurance edition or Choose iA Magazine, Savings edition about iA’s One-Stop Shop. Good news! We’ve created it as a one-pager for clients, available in print or PDF.
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!
April 13, 2021
Topics: Insurance, Digital tools
We are always mindful of our clients’, advisors’ and business partners’ satisfaction. Our desire to continuously evolve allows us to improve how we deliver contracts with amendments electronically.
April 9, 2021
Topic: Insurance
Starting now, a new onboarding letter will be mailed directly to the client’s home after a new insurance contract has been issued.
