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-Hased 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)
Applications
| Form name |
Available in print for order | |
 |
Acci7 Application (PDF – 754 Kb) |
YES |
 |
Acci-Jet Application (PDF – 2,3 MB) |
YES |
 |
CancerGuard Application (PDF – 824 Kb) |
YES |
 |
(PDF - 321 Kb) |
YES |
 |
Universal Application (PDF – 5,5 MB) |
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 | |
 |
Acci7 (PDF – 1 MB) |
YES |
 |
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 | |
 |
Access Life - Only available on Assure&go |
AVAILABLE ON |
|
PDF only |
|
 |
PDF only |
|
 |
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) |
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.