New Transition sales now come with a modernized experience! You and your clients can perform several self-service transactions directly in the Advisor Centre and My Client Space, just like with Access Life.
- Change banking information
- Change withdrawal date
- Change a beneficiary
- And more!
Do it online, all on your own
- Log in to your Advisor Centre.
- Click on the My Clients
- Search for a contract and make the changes you want in just a few minutes.
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Your clients can also do certain transactions directly in My Client Space and you’ll be automatically notified in Business Tracker.
Advisor Centre: more time for what really matters
- Save time: Transactions are processed immediately, compared to 7 to 14 days with paper forms.
- Reduce administrative tasks: Less back-and-forth with our administrative teams.
- Enjoy a simple, intuitive experience.
Note that only Transition contracts sold since November 24, 2025, use the modernized experience. Contracts sold prior to November 24 still use the old interface.
New features also available in EVO Insurance
- Enhanced Payable on Delivery (POD) functionality, for an experience comparable to that of our competitors.
- Improved billing section for Access Life and Transition: even better intuitive navigation.
