Good news! Your EVO Insurance sales platform is now directly accessible on the Web.
Launch EVO Insurance from your Advisor Centre!
🎥 WATCH OUR DEMO VIDEOS
To accompany you in this new online experience, our team has prepared four demo videos:
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Create an illustration |
Complete an electronic application | Submit with electronic signature |
| Make an electronic change | ||
📄OTHER USEFUL RESOURCES
Access the Interface Suite and the EVO training tools
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.
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:
How? Refer to the “Get access” procedure.
To know more about Assure&go:
Access the online training: Download the User Guide:
Take advantage of simple and comprehensive technology for a richer client experience and save time and effort in developing your client base.
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)
Training module for Brokerage network (Open in Google Chrome)
Training module for Career Network : Available on iA Campus
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