COVID-19

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Latest News

Individual Insurance | Electronic contract delivery is now possible!

Jun 18, 2020 8:49:13 AM / by iA category Insurance, Tools, Brokerage, Career, WFG

3 Comments

The delivery of insurance contracts to clients is simpler than ever by means of electronic delivery! 

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Former iA Excellence | Assure&go: your new access to your clients’ documents

May 29, 2020 11:54:22 AM / by iA category Insurance, Tools, Brokerage, Career, WFG

2 Comments

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. 

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Brokerage Network | “How To” capsules and Update – Best Practices Guide – Electronic Signature

May 22, 2020 11:45:29 AM / by iA category Insurance, Savings, Tools, Brokerage

2 Comments

“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. 

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Career Network | “How To” capsules and Update – Best Practices Guide – Electronic Signature

May 22, 2020 11:45:17 AM / by iA category Insurance, Savings, Tools, Career

0 Comments

“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. 

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New! - Actions required to issue an insurance contract

May 11, 2020 3:55:27 PM / by iA category Insurance, Tools, Brokerage, Career, WFG

9 Comments

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.

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Career Network - OneSpan | Extension of the trial period

May 6, 2020 3:03:49 PM / by iA category Tools, Career

0 Comments

With the many remote sales initiatives available, we have recommended the use of OneSpan’s electronic signature solution. 

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Disability in the time of confinement: Adaptive measures for new business on Assure&go

May 6, 2020 2:58:05 PM / by iA category Insurance, Tools, Brokerage, Career, WFG

2 Comments

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. 

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

Apr 29, 2020 3:53:25 PM / by iA category Insurance, Savings, Tools, Brokerage, Career, WFG

18 Comments

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.

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Insurance Transactions | New Channel to Send Missing Information

Apr 20, 2020 12:30:00 PM / by iA category Insurance, Tools, Brokerage, Career, WFG

1 Comment

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).

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Assure&go | An effortless non-face-to-face sales process

Apr 20, 2020 12:25:00 PM / by iA category Insurance, Tools, Brokerage, Career, WFG

3 Comments

Assure&go’s smooth and paperless process brings simplicity to the non-face-to-face sales of all our living benefits products. 

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