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Delivery of Contracts submitted through EVO

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How-To | Delivery of contracts submitted through EVO

Step-by-Step Guide: Delivery of contracts submitted through EVO.pdf

Step-by-Step Guide : Delivery of contracts Career Network

How-To | Delivery of contracts with no delivery requirements

  1. The advisor will be notified, by email or text message, of a contract to deliver.
  2. Documents can be downloaded via the initial request in the Business Tracker:
    • The contract summary includes the specifications and clauses but excludes the declaration of insurability
    • Confirmation of transaction
  3. Clients have access to their contract and confirmation in the Document section in My Client Space.
    • The contract includes a cover page, specifications, clauses, application, declaration of insurability and amendments.
    • How-To |Access to My Client Space
  4. Review the content of the contract with your clients.
  5. Confirm that the clients accept the contract and verify changes in insurability, if any.
  6. The contract is delivered.
deliver-contract-no-requirements

How-To | Delivery of contracts with delivery requirements

  1. The advisor will be notified, by email or text message, of a contract to deliver.
  2. Documents can be downloaded via the initial request in the Business Tracker:
    • The contract summary includes the specification and clauses but excludes the declaration of insurability
    •  Confirmation of transaction
  1. Identify the necessary delivery requirements:

How-To | Signature of contract amendments  submitted through EVO

How-To | Payment   

How-To | New illustration required

 

      4. Clients have access to their contract, confirmation, amendment and premium notice under Documents in My Client Space.

      5. Review the contract content and amendments with your clients, answer questions, confirm that the clients accept the contract and complete the delivery requirements.
  1. Please forward the signed amendment to us via the Business Tracker
  2. Confirm that the clients accept their contract and verify changes in insurability, if any.
  3. The contract is delivered.
deliver-contract-with-requirements

 

How to proceed | Signature of amendments in contracts submitted by EVO

We encourage you to use the electronic signature process that allows fast processing times and avoids postal delays.

Electronic Signature Paper Signature
  1. Download the documents to be signed from the event published in the Business Tracker

  2. Review the content of the amendment with your client and answer questions

  3. Have your client sign the document in accordance with the requirements of the E-Signature best practices guide

  4. Re-transmit the amendment signed by Business Tracker
  1. Download and print the documents to be signed from the event published in the Business Tracker

  2. Review the content of the amendment with your client and answer questions

  3. Send the document to your client with a clear indication of where he or she should sign

  4. Once signed, we retransmit the amendment signed by the Business Tracker

 

How to proceed | New illustration required

We encourage you to use the electronic signature process that allows fast processing times and avoids postal delays.

Electronic Signature Paper Signature
  1. Create a pdf file of the Illustration

  2. Send the PDF file to your client by email

  3. Review the content of the illustration with your client

  4. Have your client sign the document in accordance with the requirements of the E-Signature best practices guide

  5. Re-transmit the illustration signed by Business Tracker
  1. Print the new illustration and send the document to your client with a clear indication of where he or she should sign

  2. Review the content of the illustration with your client

  3. Once signed, we retransmit the illustration signed by the Business Tracker

 

How to proceed | Payment

Payment options are specified in the document.


FAQ

Why has the insurability question been dropped for contracts issued prior to June 15th?

Since the question on insurability has already been covered in the signed amendment and confirmation letter, there is no need to repeat it.

 

Why isn’t there any Confirmation of transaction or issue for contracts issued prior to June 15th?

What happens if a contract has been in force for a certain time and the client has paid the premium but refused the contract upon delivery?

For all contracts issued between March 17th and June 15th, which have delivery delays, iA will extend the free-look period until August 15th.

For contracts issued as from June 15th, the 10-day free-look period starts from the date the advisor confirms acceptance of the contract in the Business Tracker.

 

Will there be chargebacks regarding the non-delivered contracts?

There won’t be compensation charges related to contract delivery.

However, delivery requirements (amendments to be signed, premium to be paid) must be provided to bring the contract into force, and therefor pay or retrieve the compensation. Otherwise, the contract will be considered pending and there could be chargeback on the policy if compensation has already been paid. 

 

Why can’t I have a complete copy of the contract?

Canadian Laws do not allow you to keep the confidential information of a client, such as medical declarations. This is why you have a Contract Summary, excluding the declaration of insurability.

 

Is the contract deleted or archived after some time?

The client copy of the contract in My Client Space will always be available.

The Contract Summary for advisor use on the Business Tracker will be deleted after two years. You may save a copy of the Contract Summary in your files.

 

I would like to have a contract corrected or modified. How do I proceed?

You should confirm that the client accepts the contract and then use the function "send additional information" to submit the change.


What will happen next?

As is the case with the old paper process, a Change at issue request will be created and will appear in the Business Tracker.

Once the correction is made, a new Contract Delivery task will appear in the Business Tracker reflecting the corrected contract. The former Contract Delivery task will be deleted.

 

How can I review the information that was previously transmitted through the Business Tracker?


Additional section that is available in the French version but not here:

Can I demand to change the payment method via the Business Tracker after the contract has been delivered?

As is the case with sending paper documents, you can also ask to change the payment method via the Business Tracker.

 

Does the advisor have to indicate a change in insurability, and how should the advisor inform iA of such a change?

The advisor must validate any change in the insurability of the insured. In such a case, the advisor must complete an F3 form (declaration of insurability), have it signed by the client and return to the Underwriting Department.

 

How to "Print to PDF" 

Watch video tutorial

For assistance

IT service desk for technical support

By phone: 1-888-610-5101

By email: interface@ia.ca

 

Client and partner contact center for all other questions

By phone: 1-844-4iA-INFO

By email: infolife@ia.ca

 

Delivery of contracts submitted through Assure&Go

How-To | Delivery of contracts submitted through Assure&go

The contract is sent by regular mail to the client.

How-To | Consult the contracts on Assure&go

How to proceed | Open the secure PDF file

The PDF file will open with the following password that will be sent to you in a second email:

How to proceed | Signing of amendments in contracts submitted by Assure&Go

We encourage you to choose the electronic signature option that will allow for faster processing and avoid postal delays.

Electronic Signature Paper Signature
  1. Open the secure PDF file

  2. Revise the content and answer questions, if applicable

  3. Use the "Print to PDF" option to create a new PDF file for your client

  4. Have your client sign the document in accordance with the requirements of the E-Signature best practices guide

  5. Return the signed PDF by email at: IAM-newbusiness@ia.ca
  1. Open the secure PDF file

  2. Revise the content and answer questions, if applicable

  3. Print the document and sign it

  4. Mail the signed document to the client, indicating where he/she should sign

  5. Mail the signed document to iA Financial Group :

    1611, boul. Crémazie Est, bureau 900

    Montréal (Québec) H2M 2P2

 

How to proceed | Payment

Payment options are specified in the document.

How to "print to PDF" 

Manage Contracts with Amendments

 

Contract between March and June

deliver-contract-between-march-and-june

For assistance

By phone: 1-800-465‑5818

By email: livingbenefits@ia.ca