Relevant questions Personalized underwriting Simplified medical terms Instantaneous acceptance

Accelerates contract issuance process Enhances your sales experience with your clients

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

Allows you to confirm the acceptance of several of your clients on the field Available for all life and critical illness products

A more up-to-date visual in relation to the image of the company

Simplified medical questions for you and your client

Navigate quickly and easily Complete within minutes

CRITICAL ILLNESS insurance DISABILITY insurance Can be used for ALL life insurance, critical illness and disability products LIFE insurance CRITICAL ILLNESS insurance DISABILITY insurance The simplified issue products will be integrated into EVO in a nearly future release

Signature Mode Paper mode Electronic mode With the signature form F1EA On the advisor's screen By email

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

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.

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

Available as of May 29, 2017 in an upcoming update of the Interface Suite DEMO mode also available to test the new tool and electronic signature available on May 29 Visit the EVO page on the Advisor Centre to find more information

Transition period 2017.05.29 2017.07.17 EVO LAUNCH Discontinuation of the current e-application New underwriting requirements 2017.05.29 2017.07.17

Simplified medical questions and terms make it easier to understand and complete New interface that is easier to navigate Fewer questions, tailored to the client’s profile Requires only the most relevant medical information Faster application process and turnaround time