You can now change banking details and payment day directly in the Advisor Centre, on your own, for all your in-force life insurance contracts!* These new features are in addition to those deployed for Access Life last April.
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Your clients can do it online too! Your clients are also part of the equation. Encourage them to make certain transactions directly in My Client Space. You will be automatically notified in Business Tracker.
In the coming days, we will be sending an email to your clients to notify them of these new features. This message will include your contact information so that they can reach out to you directly. |
What does the new interface look like?
Find out how to take full advantage of the modernized experience in the Advisor Centre with our new Digital Guide.
Benefit from the advantages of self-service
- Save time: Your transactions are processed immediately, compared to 7 to 14 days with paper forms or email and phone requests.
- Reduce errors: Less back-and-forth with our administrative teams.
- Be more efficient: A few clicks are all it takes to complete your transactions, leaving you and your assistants free to focus on client meetings and business development.
* These new transactions are not available in the Advisor Centre or My Client Space for living benefits products (iA Excellence).
