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Claims | Important New Features !

Sep 23, 2021 2:22:09 PM / by iA category Insurance, Miscellaneous, Tools

7 Comments

Here are a few new features that have been implemented to help you adapt to your new reality! 

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Segregated Funds Portal | Add it to your bookmarks!

Sep 22, 2021 7:30:00 AM / by iA category Savings, Tools

2 Comments

Did you know that the segregated funds portal has over 50 marketing documents and tools to help you sell segregated funds?

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Electronic Signature | New client experience

Aug 3, 2021 9:07:38 AM / by iA category Tools

6 Comments

An enhanced experience awaits your clients the next time they have to e-sign in EVO Insurance or Savings.

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Did you know...

Aug 2, 2021 2:56:44 PM / by iA category Tools, Web and Social Media

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Did you know...

Jul 21, 2021 11:07:08 AM / by iA category Tools, Web and Social Media

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Do you use our calculators?🤓

Jun 29, 2021 8:30:00 AM / by iA category Tools

6 Comments

They’re tools you can use to optimize your services as an advisor!

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EVO Insurance: Fully digital changes!

Jun 21, 2021 9:35:57 AM / by iA category Insurance, Savings, Tools

2 Comments

With the addition of electronic signature, you will now enjoy a simplified and fully digital process for changes requested via EVO Insurance.

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Savings transaction | New channel to send missing information

May 28, 2021 10:51:56 AM / by iA category Insurance, Savings, Tools

3 Comments

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.

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Did you know...

Apr 28, 2021 3:23:36 PM / by iA category Insurance, Savings, Tools

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EVO Streamlining Insurance | Review your sales tool!

Apr 22, 2021 9:49:58 AM / by iA category Insurance, Savings, Tools

2 Comments

Since it landed, EVO Streamlining Insurance enrolment tool has quickly become your preferred tool when you complete a sale.

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