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iA Financial Group’s electronic sales platform

iA Financial Group’s electronic sales platform. Electronic sales platform. Questions adapted to the client's situation. Personalized underwriting. Simplified medical terms. Instantaneous acceptance. Electronic sales platform. Saves time due to its great simplicity of use

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iA Financial Group’s electronic sales platform

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  1. iA Financial Group’s electronic sales platform

  2. Electronic sales platform Questions adapted to the client's situation Personalized underwriting Simplified medical terms Instantaneous acceptance

  3. Electronic sales platform • Saves time due to its great simplicity of use • Accelerates contract issuance process • Enhances your sales experience with your clients

  4. Electronic sales platform • Provides your clients with personalized pricing that is perfectly adapted to their health • Uses very simple medical questions and terms for you and your clients

  5. Electronic sales platform Allows you to confirm the instant acceptance for life insurance amounts up to $1 million

  6. Electronic sales platform User-friendly screens

  7. Electronic sales platform Simplified medical questions for you and your client

  8. Electronic sales platform • Navigate quickly and easily • Complete within minutes

  9. Electronic sales platform EVO available for ALL products Life Insurance and Simplified Issue Life Insurance Access Life Critical Illness Insurance Disability Credit and Supplementary Income rider Instant acceptance for most clients: - Up to $1M for life insurance - Up to $2,000/month for the Disability Credit Rider and Supplementary Income

  10. Signature Mode • Paper mode • With the signature form F1EA • Electronic mode • With the advisor • Without the advisor

  11. Application Transfer • To submit an application, you will need: • An internet connexion • A valid access code to Advisor Centre • The data transfer allows you to receive the decision at the point-of-sale by text message

  12. Few minutes later… • A decision at the point of sale will be sent by text message. • The client can either be: • Approved • Preapproved • Preapproved conditionally of document reception • Referred to underwriting The decision at the point-of-sale is not linked to the electronic signature, but to the application transfer.

  13. Some feedback we received from advisors The medical questionnaire is short and simple Saves time Very clear and quick to complete with client Fewer questions for the client Easy to use and so much faster

  14. Electronic sales platform • Access to EVO by the Interface Suite • Training capsule, stepby step, available on the EVO page of the Advisor Centre

  15. Electronic sales platform Distinctive electronic application with questions adapted to the client's situation Simplified and faster sales process Enhance the sales experience with your clients Simplicity of medical questions Accelerates the contract issuing process Closed-ended questions that eliminate grey zones or interpretation

  16. New eligibilityrequirements • Client aged 18 to 50 years old • Coverage up to $1 million For the most part of the clients : • No paramedical tests • No fluidtestingrequired Instant acceptance for a majority of your clients New eligibilityrequirements

  17. Submit an application… Electronic process Point of sale decision Confirmation sent by text message Instant acceptance: ± 60 % Hello Jean, Your client Martin P. is accepted. Optimal experience with appropriate medical questions Must be completed with the client

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