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Procedures and FAQ

New "How To" tutorial videos to facilitate non-face-to-face sales

Apr 29, 2020 3:53:25 PM / by iA

The past few weeks have brought a lot of changes which required you to adapt your work methods in terms of staying connected with your prospects and clients while keeping social distancing.

Since the start of the crisis, we have gone the extra mile by revisiting our numerous tools and procedures and provided substantial support to enable the non-face-to-face selling of insurance and savings products. To help you make the best use of all these new features, our team has prepared several tutorial videos to facilitate the use of our tools to carry out your daily business operations.

We are delighted to present you today with our first set of 4 tutorial videos now available on the microsite under "Your Tools" and "Procedures and FAQ".

Several other tutorial videos will soon be available to you. Keep an eye on your mailbox as you will receive notifications every time a new video is available on the microsite: covid-advisor.ia.ca.

 

We are all invested in you.

Topics: Insurance, Savings, Tools

Written by iA