Here are a few new features that have been implemented to help you adapt to your new reality!
Latest News
Claims | Important New Features !
Sep 23, 2021 2:22:09 PM / by iA category Insurance, Miscellaneous, Tools
Segregated Funds Portal | Add it to your bookmarks!
Did you know that the segregated funds portal has over 50 marketing documents and tools to help you sell segregated funds?
Electronic Signature | New client experience
An enhanced experience awaits your clients the next time they have to e-sign in EVO Insurance or Savings.
They’re tools you can use to optimize your services as an advisor!
EVO Insurance: Fully digital changes!
Jun 21, 2021 9:35:57 AM / by iA category Insurance, Savings, Tools
With the addition of electronic signature, you will now enjoy a simplified and fully digital process for changes requested via EVO Insurance.
Savings transaction | New channel to send missing information
May 28, 2021 10:51:56 AM / by iA category Insurance, Savings, 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.
EVO Streamlining Insurance | Review your sales tool!
Apr 22, 2021 9:49:58 AM / by iA category Insurance, Savings, Tools
Since it landed, EVO Streamlining Insurance enrolment tool has quickly become your preferred tool when you complete a sale.