Why choose the Symbiosis program?
To take advantage of an all-in-one benefits solution that supports your employees’ total wellbeing.
You’ll benefit from:
- A comprehensive, fully integrated employee benefits solution that supports total wellbeing
- Streamlined plan administration
- A top-tier experience for employers and employees alike, at a competitive price
The Symbiosis program is offered to companies with a minimum of 100 employees.
iA Financial Group reserves the right to modify, suspend or terminate the Symbiosis program without notice.
The distinctive advantages of Symbiosis
- Take advantage of a single point of contact to streamline your interactions with iA
- Greater and more frequent access to iA’s full range of services, including:
- A team of education specialists with expertise in both group insurance and retirement savings
- Information sessions and personalized webinars targeting total wellbeing and providing an overview of employee benefits
- Consolidated specialist-designed promotion and communication strategies
- Personalized advisory services to improve financial wellbeing
- Access to a data exchange solution
- Access to flexible plan management tools
- Governance meetings and consolidated reports: total plan monitoring
- Implementation process that includes roadmaps, meetings and unified communications
- Simplified daily plan administration since both plans are bundled in the same location
- Self-serve tool for plan sponsors and administrators:
- My Client Space (secure website with single sign-on)
- Digital tools for your employees:
- My Client Space (secure website with single sign-on)
- iA Mobile app (single sign-on)
- Educational website
- Prevention tools to support total wellbeing
- Consolidated tools to show your teams the value and scope of your group plan benefits
- Access to a transition allowance for new business
- Access to the Symbiosis allowance, which can be used, for example, to finance costs related to education, transition (e.g., xConnect), annual meetings and reports1
1 Eligible expenses may be modified or reduced at any time in accordance with applicable provincial legislation and regulations.
Exclusive privileges for all
| Group Insurance | Group retirement savings | Symbiosis | |
|---|---|---|---|
| Single point of contact |
Available based on
the size of the plan |
Available based on
the assets held in the plan |
Everyone
|
| Education specialists |
Available based on
the size of the plan |
Available based on
the assets held in the plan |
Everyone
|
| Personalized financial wellness advisory services |
N/A
|
Everyone
|
Everyone
|
| Marketing and communication specialists |
Available based on
the size of the plan |
Available based on
the assets held in the plan |
Everyone
|
| Group implementation specialist |
Everyone
|
Available based on
the assets held in the plan |
Everyone
|
| Governance meetings and consolidated reports |
Available based on
the size of the plan |
Available based on
the assets held in the plan |
Everyone
|
| Data sharing solution (xConnect) |
Available based on
the size of the plan |
Available based on
the assets held in the plan |
Everyone1
|
| Self-serve tool for plan sponsors and administrators: My Client Space |
Everyone
|
Everyone
|
Everyone
(Single sign-on) |
| Digital tools for members: My Client Space, iA Mobile, educational website, total wellbeing tools |
Everyone
|
Everyone
|
Everyone
(Single sign-on) |
| Transition allowance for new business |
Available based on
the size of the plan |
Available based on
the assets held in the plan |
Everyone
|
| Symbiosis allowance |
N/A
|
N/A
|
Everyone
|
Elite service:
for a top-tier experience
- Complete offer that can be tailored to both your group insurance and retirement savings needs
- Features and services adapted to your plans
- A unified, rich and consistent experience for your employees
- Personalized advisory services to improve your employees’ financial wellbeing
A website and mobile app for unified online services
My Client Space
- Single sign-on: access to all group insurance and retirement savings content with just one username and password
- A digital environment designed for all kinds of devices
- Access to direct deposit settings
- Claim submission, contribution management and a host of other transactions
- Easy-to-find information on claim processing, insurance coverage and retirement savings
- Drug reimbursement estimates, pharmacy locator and personalized solutions
The iA Mobile app
A tool designed to optimize the user experience and streamline online transactions, for group insurance as well as retirement savings. It shares most of the features of My Client Space.
- Single sign-on