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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:

  • Our library of the documents that you may need in the course of your work.
  • Our order form for materials
  • Our enewsletter, designed exclusively for representatives delivers disability tips & tricks, strategies to help a representative grow their business and keeps representatives updated on the innovations happening here at IA Excellence.
  • Q&A for representative

Applications


Form name
Available in print for order
Acci7-proposition Acci7 Application
(PDF – 106 Ko)
YES
Acci-Jet-proposition Acci-Jet Application
(PDF – 918 Ko)
YES
Prog-Cancer-depliant Cancer Guard Application
(PDF – 1175 Ko)
YES
Signature Form YES
universelle_proposition Universal Application
(PDF – 2.74 Mo)
YES

Brochures


Accident Insurance and Health Insurance

Form name
Available in print for order
Accxel-depliant Acci7
(PDF – 246 Ko)
YES
aide_memoire Accxel
(PDF – 622 Ko)
YES
AJ-depliant Cancer Guard
(PDF – 1175 Ko)
YES
Guide_de_tarification_Acci-Jet Cancer Guard - Rates Guide
(PDF – 415 Ko)
PDF only
Prog-Superior_depliant Cancer Guard - Summary
(PDF – 470 Ko)
YES
Prog-Superior_depliant Excel Hospitalization
(PDF – 341 Ko)
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
Acci7-depliant Acci-Jet Program
(PDF – 918 Ko)
YES
Accxel-depliant Acci-Jet Program Rate Guide
(PDF – 416 Ko)
YES
Excel-Rente-depliant Accxel
(PDF – 656 Ko)
YES
Prog-Cancer-depliant Flow chart for replacement income products
(PDF – 49 Ko)
PDF only
Guide_de_tarification_Programme_cancer Superior Program
(PDF – 788 Ko)
YES

Life Insurance

Form name
Available in print for order
avenants Excel Life (PDF – 1,115 Ko) YES

Loan Insurance

Form name
Available in print for order
ULI-Depliant Universal Loan Insurance
(PDF – 348 Ko)
YES
petit_assurance_universelle Universal Loan Insurance - Summary
(PDF – 515 Ko)
YES

Product Summary

Form name
Available in print for order
ULI-Depliant Product Summary
(PDF – 1.82 Mo)
YES

 

Order form for marketing material


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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 all or part of a portfolio be transferred between representatives?

To transfer a block of business from one representative to another, fill out the Transfer Form and have all parties sign it:

  • the assigning representative, as well as the General Representative to which he or she is attached; and
  • the representative making the request, as well as the General Representative to which he or she is attached.

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.