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Brokerage Network - Insurance and Savings | 100% electronic transactions for contract administration

Apr 9, 2020 3:58:43 PM / by iA


No need to manage paper forms anymore, you can now have your clients sign remotely with OneSpan, DocuSign or AdobeSign!

Electronic signature can be used on all our insurance and savings forms. In addition, our EVO Streamlining Insurance e-change tool is also now 100% electronic.

 

How to make 100% electronic administrative transactions

Tools

Insurance
(Excluding new business)

Savings

EVO

E-change tool offers a wide variety of transactions.

 

1- Fill-out a transaction in the e-change tool, then submit to iA. 

2- Extract the PDF file from the summary of changes submitted in the e-change tool.

3- Join this PDF file and the F1EA form pre-filled in the process for the electronic signature.

4- Submit the documents to the client while respecting the best practices for the use of an electronic signature.

5- Once the client has signed, extract the signed file from the signature tool.

 

Documents sent to iA must be unlocked. Otherwise, the request will be returned unprocessed.

EVO Simplifying savings offers a wide variety of transactions, including integrated electronic signature.

 

Visit EVO before completing our fillable forms.

 

The transfer to iA is done automatically with EVO Simplifying savings.

Fillable forms

Conversion and dissociation (not available in E-change tool) : Add the electronic signature to our fillable forms available in the Document Centre of the Advisor Centre.

 

Change of beneficiary: The fillable form is now available in the Document Centre of the Advisor Centre. This change can also be submitted with the
e-change tool.

 

1- Join the PDF file filled in the process for the electronic signature.

2- Submit the documents to the client while respecting the best practices for the use of an electronic signature.

3- Once the client has signed, extract the signed file from the signature tool.

 

Living benefits (ex-iA Excellence): You may use the fillable iA* forms available in the Document Centre of the Advisor Centre.

 

Documents sent to iA must be unlocked. Otherwise, the request will be returned unprocessed.

 

* Transfer the request to the living benefits team.

Financial/non-financial transactions: Add an electronic signature to our fillable forms.

 

1- Join the PDF file filled in the process for the electronic signature.

2- Submit the documents to the client while respecting the best practices for the use of an electronic signature.

3- Once the client has signed, extract the signed file from the signature tool.

 

ð Documents sent to iA must be unlocked. Otherwise, the request will be returned unprocessed.

We ask you to prioritize the transfer by fax : 1 855 685-5161.

 

Benefits of using e-change (EVO Streamlining Insurance)

  • More than 40 transactions available
  • Pre-filled forms
  • Validations based on contract details
  • Track your requests immediately in Business Tracker

Important - Signatures generated with tools other than OneSpan, DocuSign or AdobeSign will not be accepted. The request will be returned to you unprocessed.

Topics: Insurance, Savings, Tools

Written by iA