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Procedures and FAQ

New! - Actions required to issue an insurance contract

May 11, 2020 3:55:27 PM / by iA

Are there any actions to be taken before your clients’ new contracts come into force? As of now, Individual Insurance has adopted a new and simple approach that ensures fast notifications and allows you to communicate with your clients at your convenience! All you have to do is pay close attention to the communications received from iA Financial Group.

IN BRIEF | A new communication approach

Contracts with amendments submitted via EVO

Contracts with amendments submitted via Assure&go
  • A notification is sent to advisors (email or text message) informing them that the actions required before a contract comes into force are posted in the Business Tracker.

  • Download and return the signed documents directly in the Business Tracker.

The agency can consult the information directly in the Business Tracker at any time.

Contract delivery

A confirmation of coverage is sent by email to the client, the agent and the agency as soon as the contract comes into effect. 

We are currently working on a solution to make digital contracts available for clients on my Client Space and for agents and MGAs through the Business Tracker.
  • An email is sent to the advisor and the agency indicating the actions required for the contract to come into effect.
  • The documents to be signed are attached to the email (password-protected PDF; the password is sent in a second email).
  • Return the signed documents to iA following the instructions provided in the email.

Contract delivery

Since April 27th, all clients have received a paper copy of their insurance contract when processed through Assure&go.

Agents and MGAs would have access to a copy of the contract within Assure&go in the next few weeks.
Such requirements could be the client’s signature of an amendment and/or the payment of the first premium.


For more information on the procedures to follow, please go to the dedicated Web page.

Topics: Insurance, Tools, Brokerage, Career, WFG

Written by iA