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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 – 2,3 MB)
YES
CG_Application CancerGuard Application
(PDF – 824 Ko)
YES
signature_form

Signature Form

(PDF - 321 Ko)

YES
universelle_proposition Universal Application
(PDF – 5,5 MB)
YES

Brochures


Product Summaries

Form name
Available in print for order
360-eng OUR PRODUCTS at a glance
(PDF – 0,5 MB)
PDF only
sommaire-360-eng Product Summary
(PDF – 2,2 MB)
PDF only

Accident Insurance and Health Insurance

Form name
Available in print for order
Accxel-depliant Acci7
(PDF – 1 MB)
YES
AJ-depliant CancerGuard
(PDF – 1,1 MB)
YES
CG Product Summary CancerGuard - Product Summary
(PDF - 654 Ko)

PDF only
Prog-Superior_depliant CancerGuard - Summary
(PDF – 535 Ko)
YES

CancerGuard - Rate Guide
(PDF - 801 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 – 1,7 MB)
YES
Accxel-depliant Acci-Jet Program - Rate Guide
(PDF – 755 Ko)
PDF only
Guide_de_tarification_Programme_cancer

Superior Program
(PDF – 2,3 MB)

YES

Life Insurance

Form name
Available in print for order
Access Life Access Life - Only available on Assure&go

AVAILABLE ON

ASSURE&GO

Access Life Product Guide

Access Life - Product Guide

PDF only

Access Life Product Summary

Access Life - Product Summary

PDF only

Access Life Eligibility Questionnaire

Access Life - Eligibility Questionnaire

PDF only

temp-life

Term Life Insurance - Summary

YES

Loan Insurance

Form name
Available in print for order
ULI-Depliant Universal Loan Insurance
(PDF – 1,2 MB)
YES
petit_assurance_universelle Universal Loan Insurance - Summary
(PDF – 515 Ko)
YES
Universal Loan Insurance - Flyer on rent protection

(PDF- 628 Ko)

YES

Lifeline

Form name
Available in print for order
ULI-Depliant Lifeline
(PDF – 1,8 MB)
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 Sales Software link located under Representative area. A user name and password are required to log in.

  • If you know the access code, go to our Sales Software under the Representative area.
  • If you don’t know the access code, contact your Managing General Agency for assistance

For those who are selling our simplified issue products, our new web sales platform, Assure&go, provides a simpler way of quoting and submitting applications. Interested in learning more? Register now

What is Assure&go and how do I obtain access?

Assure&go is iA Excellence's web sales platform for advisors. Whether you have a desktop, laptop or tablet, you can now complete illustrations and applications with Assure&go for all our products. Our easy step-by-step approach ensures that applications are completed and processed on the spot! And it gives you access to your applications any time and day.

Assure&go also gives advisors access to the Lifeline advantage, which offers life, accidental disability and cancer insurance in one simple, convenient solution.

Registration is simple. Register now

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.