COVID-19 Update
Find iA eApp links, training documentation and materials on this one convenient page. Ensure you download iA latest illustration software, so you can use the current version. Otherwise, the Carrier will not accept the application.
You can find the current version of iA illustration software by clicking the links below:
IA Excellence | Assure and Go (Online)
IA Financial | Interface
Website | CLICK HERE
INSURANCE EVO eApp | Open the iA Interface Software, Click on “Insurance”, and click on “EVO Launch” to the right. Begin your illustration, entering in client last name, first name and date of birth, and all other relevant details for the product being applied for. Once this has been entered, the “Go to the e-application” button will be highlighted in the bottom right hand corner, and you will begin the electronic application process, which will prompt you to sign in using your advisor code and password.
Savings & Retirement eApp | CLICK HERE You will need to sign in to “Secure Access”, click “My Tools and Applications” at the top of the screen, click “New Issue – Individual Savings & Retirement”, then click on “Get Started”, and then “Continue” in the lower right.
*Please remember to use your FundServ Code, and not your paper or Insurance Code.
RESP eApp | CLICK HERE You will need to sign in to “Secure Access”, click “My Tools and Applications” at the top of the screen, click “RESP New Issue – Individual Savings & Retirement”
*Please remember to use your FundServ Code, and not your paper or Insurance Code.
Disability Ins eApp | CLICK HERE You will then need to click on “Log In” at the top right.
Best Practices Guide | CLICK HERE
Training Video | CLICK HERE
Evo Signature Process | CLICK HERE
Evo Signature Process (For Clients) | CLICK HERE
COVID-19 FAQ | CLICK HERE
How to Interface Advisor Centre | CLICK HERE
Mobile Work Environment | CLICK HERE
Individual Insurance, Savings and Retirement – Contract Administration and Compensation | CLICK HERE
Savings – Tailored processes for non-face-to-face business deals | CLICK HERE
Insurance – Contract Delivery | CLICK HERE
iA Financial Group | Important message regarding Insurance Contracts with Amendments | CLICK HERE
Requirement Management (Amendment) | CLICK HERE
Contracts with amendments submitted by Assure&Go | CLICK HERE
Contracts with amendments submitted by EVO | CLICK HERE
User Guide Assure&GO | CLICK HERE
Interactive mortgage package document | CLICK HERE
PAR fund overview | CLICK HERE
Large case solutions offering | CLICK HERE
Access Life Pre-qualification questionnaire | CLICK HERE
EVO first time user guide | CLICK HERE
E-Delivery step by step | CLICK HERE
Field Underwriting Guide | CLICK HERE
It pays to do Business with iA | CLICK HERE
