To make sure your advisors don't miss out on anything with respect to their in-force business, we send them a notification when an action is suggested or required. Then, it's just a matter of them checking the Business Tracker via My Client Space! Starting March 18th, you can activate "agency notification" in any email. Recommended actions – Starting March 18, 2020 Activate "agency notifications" for: - "vacant" and advisor notifications in error
- "Required actions" and "Suggested actions" and informative events with respect to your advisors' in-force business
We recommend that you take this action, as the email sent to the agency indicating the information needed to process an insurance transaction will be replaced with a notification to the advisor. For the agency to remain informed, the "agency notification" function must be activated. Activating this function Next week you will receive an invitation to attend a webinar (on March 18th) on the Business Tracker and "agency notification". - Starting March 18th – Sign in to the Advisor Centre at ia.ca and click on Business Tracker.
- Click on Notification preferences – Agency in the upper right-hand corner of the screen.
- By district, select the situations in which you wish to activate "agency notification" and confirm the email address to be used. As needed, indicate a different email address for insurance events and savings events.
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