The delivery of insurance contracts to clients is simpler than ever by means of electronic delivery!
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Good news! Assure&go offers you more! You can now see most of your clients’ contract-related documents (former iA Excellence) issued after May 29 in the new My Business tab.
“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.
“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.
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.
With the many remote sales initiatives available, we have recommended the use of OneSpan’s electronic signature solution.
In this time of forced confinement, which is currently affecting part of the population due to the COVID-19 crisis, we have made short-term modifications to our product offer.
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.
Starting April 26, the Business Tracker tool, available in the Advisor Centre, will become
“THE” channel to use to send missing information after submitting an insurance transaction request (in-force policies).