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COVID-19 | Your non-face-to-face tools

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

Illustration tool video

complete-a-transaction-with-EVO-1_add-documents-for-signature

How To | Completing a transaction with Evo 1/4 - Add documents for signature

complete-a-transaction-with-EVO-2_prepare-documents-for-signature

How To | Completing a transaction with Evo 2/4 - Prepare documents for signature

complete-a-transaction-with-EVO-3_sign-documents

How To | Completing a transaction with Evo 3/4 - Sign documents (advisor and client

complete-a-transaction-with-EVO-4_receive-and-submit-documents

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.

Access Assure&go

User Guide

How to create an account on Assure&go

Discover the My Business tab on Assure&go

accessing-assure-and-go

How To | Accessing Assure&go

completing-a-transaction-with-assure&go

How To | Completing a transaction with Assure&go

signing-with-assure&go

How To - Signing with Assure&go

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.

Access EVO

changing-beneficiaries-handwritten-signature

How To | Changing beneficiaries (handwritten signature)

completing-an-enrollment

How To | Completing an enrollment

navigating-in-the-portal

How To | Navigating in the portal

making-a-subsequent-deposit

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 

Government Assistance Measures

Situation analysis programs - Covid 19 (Update: April 14)

Assistant measure Checklist

Government Assistance Measures Businesses (Update: May 14)

Government Assistance Measures Individuals (Update: May 14)

Template email

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)

Skype user guide

activating-and-conducting-an-interview-with-skype

How To | Activating and conducting an interview with Skype

sharing-documents-and-visuals-on-screen

How To | Sharing documents and visuals on screen

Web and social media

COVID-19 corporate page 

iA Facebook 

iA Linkedin 

Web showcase