Representative’s Resource Library
If you're an independent representative looking for backup tools to help you in the selling process, we've got a range of resources that'll do the trick, some of which are:
- Our library of the documents that you may need in the course of your work
- Our order form for materials
- Tools to help you and your clients make the right decisions
- Q&A for representatives
Tools
- Universal Loan Insurance - Should I make the switch? (PDF - 68 Kb)
- Universal Loan Insurance - Discovery Questionnaire - Disability (PDF - 70 Kb)
- Disability Insurance Needs Analysis (PDF - 99 Kb)
- Access Life - Medical Conditions - Reference Guide (PDF - 824 Kb)
- Occupational Classes (PDF - 132 Kb)
- Eligibility Rules for Home-Based Workers (PDF - 146 Kb)
- Occupational Class Enhancement (PDF - 91 Kb)
- Preparing for Your Phone Interview or Paramedical Exam (PDF - 104 Kb)
- Eligibility Rules for Immigrants (PDF - 169 Kb)
- Determining the Amount of Monthly Benefit (PDF - 115 Kb)
- Living Benefits Needs - Reference Guide (PDF - 156 Kb)
- Medical Requirements - Life and Disability (PDF - 116 Kb)
Applications
| Form name |
Available in print for order | |
 |
Acci 7 PLUS Application (PDF – 490 Kb) |
YES |
 |
Acci-Jet Application (PDF – 520 Kb) |
YES |
 |
CancerGuard Application (PDF – 337 Kb) |
YES |
 |
Universal Application (PDF – 649 Kb) |
YES |
Brochures
Product Summaries
| Form name |
Available in print for order | |
 |
OUR PRODUCTS at a glance (PDF – 0,5 MB) |
PDF only |
 |
Product Summary (PDF – 2,2 MB) |
PDF only |
Accident Insurance and Health Insurance
| Form name |
Available in print for order | |
 |
Acci 7 PLUS (PDF – 4,2 MB) |
YES |
 |
Acci 7 PLUS - Product summary (PDF – 1 MB) |
PDF only |
 |
CancerGuard (PDF – 1,1 MB) |
YES |
 |
CancerGuard - Product Summary (PDF - 654 Kb) |
PDF only |
 |
CancerGuard - Summary (PDF – 535 Kb) |
YES |
 |
CancerGuard - Rate Guide |
PDF only |
Disability Insurance
| Form name |
Available in print for order | |
 |
Acci-Jet Program (PDF – 1,7 MB) |
YES |
 |
Acci-Jet Program - Rate Guide (PDF – 755 Ko) |
PDF only |
 |
Superior Program |
YES |
Life Insurance
| Form name |
Available in print for order | |
 |
PDF only |
|
 |
PDF only |
|
 |
PDF only |
|
 |
Access Life - Client Leaflet |
PDF only |
 |
YES |
Loan Insurance
| Form name |
Available in print for order | |
 |
Universal Loan Insurance (PDF – 1,2 MB) |
YES |
 |
Universal Loan Insurance - Summary (PDF – 515 Ko) |
YES |
 |
Universal Loan Insurance - Flyer on rent protection
(PDF- 628 Ko) |
YES |
| Form name |
Available in print for order | |
 |
Lifeline (PDF – 1,8 MB) |
PDF only |
Order form for marketing material
Q&A
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:
- Provide a copy of your representative license as well as proof of your liability insurance;
- Provide a cheque specimen for direct deposit of your compensation;
- Fill out an Independent Representative or Captive Representative 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.