Insurance
Use Evo - Streamlining insurance
Let us guide you through an intuitive and tailored sales experience.
Access the Interface Suite and the EVO training tools
How To | Completing a transaction with Evo 1/4 - Add documents for signature
How To | Completing a transaction with Evo 2/4 - Prepare documents for signature
How To | Completing a transaction with Evo 3/4 - Sign documents (advisor and client
How To | Completing a transaction with Evo 4/4 - Receive and submit documents
Use Assure&go
Assure&go’s smooth and paperless process brings simplicity to the non-face-to-face sales of all our living benefits products.
To know everything about the update of the harmonization of your sales experience, click here.
How to create an account on Assure&go
Contact us to create your username and password:
- IT Service Desk
- 1-888-610-5101
To know more about Assure&go:
Access the online training: Download the User Guide:
Savings
Use Simplifying Savings
Take advantage of simple and comprehensive technology for a richer client experience and save time and effort in developing your client base.
How To | Changing beneficiaries (handwritten signature)
How To | Completing an enrollment
How To | Navigating in the portal
How To | Making a subsequent deposit (one-time or periodic contribution)
Brokerage
Training module for Brokerage network (Open in Google Chrome)
Career
Training module for Career Network : Available on iA Campus
Videoconference
For remote sales and follow-ups, videoconferencing is the key!
Use Skype
Please use Skype only and consult the best pratices guide.
Download SKYPE (free)
How To | Activating and conducting an interview with Skype
How To | Sharing documents and visuals on screen