2. Relevant questions
Personalized underwriting
Simplified medical terms
Instantaneous acceptance

3. Accelerates contract issuance process
Enhances your sales experience with your clients

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

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

7. Simplified medical questions for you and your client

8. Navigate quickly and easily
Complete within minutes

9. 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

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

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. 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

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

16. 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