E-mail Print

Representative’s Resource Library

If you're an independent representative looking for resources to help you in the selling process, we've got a range of tools and programs that'll do the trick.

Some of these tools are:

Applications


Form name
Available in print for order
Acci7-proposition Acci7 Application
(PDF – 754 Ko)
YES
Acci-Jet-proposition Acci-Jet Application
(PDF – 144 Ko)
YES
Prog-Cancer-depliant Cancer Guard Application
(PDF – 808 Ko)
YES
Signature Form YES
universelle_proposition Universal Application
(PDF – 710 Ko)
YES

Brochures


Accident Insurance and Health Insurance

Form name
Available in print for order
Accxel-depliant Acci7
(PDF – 1 MB)
YES
aide_memoire Accxel
(PDF – 1,4 MB)
YES
AJ-depliant Cancer Guard
(PDF – 808 Ko)
YES
Guide_de_tarification_Acci-Jet Cancer Guard - Rates Guide
(PDF – 415 Ko)
PDF only
Prog-Superior_depliant Cancer Guard - Summary
(PDF – 368 Ko)
YES
Prog-Superior_depliant Excel Hospitalization
(PDF – 1 MB)
YES

Available Riders (Acci-Jet Program, Superior Program, Universal Loan Insurance)

Form name
Available in print for order
avenants Riders description
(PDF – 185 Ko)
PDF only

Disability Insurance

Form name
Available in print for order
http://pages.iaexcellence.com/rs/498-UNF-906/images/image brochure acci-jet.png Acci-Jet Program
(PDF – 324 Ko)
YES
Accxel-depliant Acci-Jet Program Rate Guide
(PDF – 281 Ko)
YES
Excel-Rente-depliant Accxel
(PDF – 1,4 MB)
YES
Prog-Cancer-depliant Flow chart for replacement income products
(PDF – 49 Ko)
PDF only
Guide_de_tarification_Programme_cancer Superior Program
(PDF – 1,9 MB)
YES

Life Insurance

Form name
Available in print for order
avenants Excel Life (PDF – 2,8 MB) YES

Loan Insurance

Form name
Available in print for order
ULI-Depliant Universal Loan Insurance
(PDF – 277 Ko)
YES
petit_assurance_universelle Universal Loan Insurance - Summary
(PDF – 515 Ko)
YES
Universal Loan Insurance - Flyer on rent protection

(PDF- 200 Ko)

YES

Product Summary

Form name
Available in print for order
ULI-Depliant Product Summary
(PDF – 245 Ko)
YES

 

Order form for marketing material


Q&A

How can I get a copy of the Pyramid software?

You can access the software on the Representatives’ Site. A user name and password are required to log in.

  • - If you know the access code, go to our Pyramid quotation CD under the Representative area.
  • - If you don’t know the access code, contact your General Representative.

How can I obtain a representative’s contract?

To obtain a representative’s contract, you must:

  • make an initial sale;
  • provide a copy of your representative’s license, as well as proof of your liability insurance;
  • provide a cheque specimen for direct deposit of your compensation;
  • Fill out an Independent Representative’s or Attached Representative’s agreement.

How can a portfolio be transferred between representatives?

To transfer a block of business from one representative to another, fill out the Transfer Form and have parties sign it. Take note that the signature of the former general representative is optional.

How can I notify Excellence of a change in representative for an in-force insurance contract?

Just send Excellence a letter signed by the policyholder.

How can I request payment for the balance of my reserve?

A representative may request that any amount in excess of $500 be released from his or her reserve. Where applicable, the General Representative must approve the payment.