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 for electronic changes which must continue to be processed in EVO Desktop for now.
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
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
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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INVESTED IN YOU. © Industrial Alliance Insurance and Financial Services Inc. – iA Financial Group. All rights reserved.