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Your non-face-to-face tools

EVO Insurance on the web - NEW

Good news! Your EVO Insurance sales platform is evolving and is now directly accessible on the Web.

Launch EVO Insurance from your Advisor Centre.

Use the Web version for all your new transactions, except:

  • Electronic changes
  • Access Life sales applications

These transactions must continue to be processed in the download version until fall 2025.

Make sure you update the download version throughout the period you will be using both versions.

 

🎥WATCH OUR DEMO VIDEOS

To accompany you in this new online experience, our team has prepared three demo videos:

Create an illustration Complete an electronic application Submit with electronic signature

📄OTHER USEFUL RESOURCES

 

EVO Insurance - Download version

Access the Interface Suite and the EVO training tools

Illustration tool video

How To | Completing a transaction with Evo 1/4 - Add documents for signature

How To | Completing a transaction with Evo 2/4 - Prepare documents for signature

How To | Completing a transaction with Evo 3/4 - Sign documents (advisor and client

How To | Completing a transaction with Evo 4/4 - Receive and submit documents

Use Assure&go

Assure&go’s smooth and paperless process brings simplicity to the non-face-to-face sales of our living benefits products.

Access Assure&go

To get a new access to Assure&go, you must have secure access to the iA Advisor Centre.

If you don’t have access to the secure Advisor Centre, follow these quick steps:

  1. Click on the following link:
    https://iaa.secureweb.inalco.com/WEMWPN46/Inscription/IdentifierRepresentant
  2. Follow the instructions
  3. Get your secure access!

How?  Refer to the “Get access” procedure.

 

To know more about Assure&go:

Access the online training:                                            Download the User Guide:

Formation en ligne EN            Guide Utilisateur EN

 

Savings

Use Simplifying Savings

Take advantage of simple and comprehensive technology for a richer client experience and save time and effort in developing your client base.

Access EVO

How To | Changing beneficiaries (handwritten signature)

How To | Completing an enrollment

How To | Navigating in the portal

How To | Making a subsequent deposit (one-time or periodic contribution)

Brokerage

Training module for Brokerage network (Open in Google Chrome)

Career

Training module for Career Network : Available on iA Campus 

 

Web and social media

COVID-19 corporate page 

Web showcase

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