Your iA Financial Group reference portal for all information relating to COVID-19.
Keep up with the latest news and access essential tools to facilitate remote work.
Your tools
Procedures and FAQ

Brokerage Network | “How To” capsules and Update – Best Practices Guide – Electronic Signature

May 22, 2020 11:45:29 AM / by iA

“How To” capsules | Quick tutorials

In recent weeks, our teams have worked tirelessly to develop tools to help you manage the new daily reality of non-face-to-face selling. 

Simplifying your daily tasks and providing the best advisor experience are the primary objectives of our teams’ efforts.

That is why we’ve quickly developed and released our “How To” capsules. They provide a wealth of information about the tools you use every day.

To view the capsules, go to our microsite and click on Your tools and Procedures and FAQ. They are listed in different sections by subject matter.

EVO savings image

In the weeks ahead, new “How To” capsules will be added regularly to the microsite. Be sure to visit frequently!


Update – Good Practices Guide – Electronic Signature

Good news, our Best practices guide – Electronic signature has been upgraded, with each tool now including an illustration of all eligibility criteria for electronic signing.

Tip: Before sending electronically signed documents, be sure to meet all of the detailed eligibility criteria in the guide. That way, you’ll prevent needless back-and-forths, and your documents can be processed expeditiously.

Thanks for your support!

Topics: Insurance, Savings, Tools

Written by iA