DIGITAL SALES TOOLS
With Assure&go, you will still be able to provide clients with a digital sales experience. The library on Assure&go gives you access to all marketing resources and necessary forms for products available through the sales platform: Superior Program, Acci-Jet Program, Universal Loan insurance, Access Life, Cancer Guard, Term Life and Acci 7 PLUS.
Vision-R will remain the easy-to-use tool to track your new business (for products available through Assure&go). You can even track your compensation rate throughout the year.
MARKETING RESOURCES AND TOOLS
All general and personalized resources will be available in the Document Centre in the iA Advisor Centre
- Brochures and flyers
- Product guides
- Sales tools and promotional documents
Frequently Asked Questions
Is my policy still in force? Will my coverage change?
All in-force policies will remain in force. Only the name and brand that appear on your documents will change as of January 1, 2020. All Excellence commitments will be honoured in full by iA Financial Group.
Does the claims process stay the same?
Do I have to do anything to ensure that my policy remains in force?
No, the merger will have no impact on our clients, and there are no actions you need to take. You will continue to benefit from the same products, under the same conditions and with the same highly professional teams.
Who will deduct my premium?
Beginning January 1, 2020, iA Financial Group will deduct your premiums from your bank account. You will see one of the following on your bank statement:
- IND ALL ASS MTL
- IND ALL MTL IN
Will I lose my advisor?
No, you will have the same advisor with the same contact information.
Who should I contact if I have any questions or concerns?
Contact your advisor if you have any questions or concerns.
I am also an iA Financial Group client. Will I be able to see my Excellence contracts in My Client Space?
Although this is a longer-term goal, on the day of the merger you will not be able to see your Excellence contracts in your iA Financial Group My Client Space.
Will the phone numbers, mailing addresses and email addresses change?
Our contact information will remain the same and when you contact us by phone or email after the January 2020 merger, you will be automatically redirected. We will continue to do business at the Excellence head office location, and we will forward all your mail to the right department.
Who is iA Financial Group?
iA Financial Group is one of the largest insurance and wealth management groups in Canada. In 2008, iA Financial Group acquired Excellence Life Insurance Company. Founded in 1892, it is also one of Canada’s largest public companies. iA Financial Group shares are listed on the Toronto Stock Exchange under the ticker symbols IAG (common shares) and IAF (preferred shares). To learn more, go to ia.ca
Make a claim
To submit a claim, you can now go to the iA Financial Group website and follow the instructions.Start