Carrier QuickLinks
AGA Benefits Solutions
Carrier information
Insurance & investments
Sales & service
For your business
Websites
www.aga.ca/en
Insurance products
AGA +Plus (Groups over 25 lives)
Benefits My Way (Health Spending Account)
eApps
Practice Support
Company financial strength
Simplified issue products
Underwriting
Commissions
Contact commissions@aga.ca
Bulletins & communications
Investment products
eDelivery
My agent codes
Service standards
Rates & returns
Policy administration
My client listings
Coming soon!
Contacts
Atlantic Canada & Ontario - Mark Burjoski - 226-812-0332
Western Canada - Kim Cleary - 587-943-7178
Manitoba/Saskatchewan - Keith Malkin - 647-689-8457
Digital resources
Non face-to-face guidelines
My client notices & statements
Allianz Global Assistance
Carrier information
Insurance & investments
Sales & service
For your business
Websites
Insurance products
Only guaranteed issue travel plans offered.
eApps
Practice Support
Company financial strength
Simplified issue products
Underwriting
Commissions
Commission Schedule (effective May 1, 2023)
Bulletins & communications
Investment products
eDelivery
My agent codes
Service standards
Rates & returns
Policy administration
My client listings
not available online
Contacts
For assistance, contact Agency Services at: 1-800-465-4279
Digital resources
Non face-to-face guidelines
My client notices & statements
not available online
Assumption Life
Carrier information
Insurance & investments
Sales & service
For your business
Websites
Practice Support
Company financial strength
Simplified issue products
Underwriting
Forms (Bluesun Advisor > Forms)
New Business tracking (Bluesun Advisor)
Bulletins & communications
Investment products
eDelivery
Once notified, login to the PPI website and visit Bluesun Advisor for your delivery documents
My agent codes
Service standards
not available
Rates & returns
Policy administration
Forms (Bluesun Advisor > Forms)
My client listings
Access to Life (login and click pick one / access to life)
Contacts
For help with Assumption sales tools, contact: 1-855-853-6040 (option 2)
Digital resources
Non face-to-face guidelines
My client notices & statements
Statements (login and click pick one / access to life)
Overdue premium report (login and click pick one / arrears report)
Beneva
Carrier information
Insurance & investments
Sales & service
For your business
Websites
Insurance products
Practice Support
Company financial strength
Simplified issue products
Underwriting
Forms (Bluesun Advisor > Forms)
New Business tracking (Bluesun Advisor)
Underwriting guide - Life and CI
Underwriting requirements - life
Bulletins & communications
Investment products
eDelivery
Once notified, login to the PPI website and visit Bluesun Advisor for your delivery documents
My agent codes
Service standards
not available
Rates & returns
Policy administration
Forms (Bluesun Advisor > Forms)
Administrative Guide - wealth
My client listings
Contact: contrat.remuneration@lacapitale.com
Request a full policy listing including annual premiums, and include your Advisor name and agent code.
Contacts
For help with Beneva sales tools contact: 1 877 707-7372 or support.courtage@beneva.ca
Digital resources
Beneva Illustrations (via PPI Toolkit Direct)
Non face-to-face guidelines
My client notices & statements
BMO Insurance
Carrier information
Insurance & investments
Sales & service
For your business
Websites
Insurance products
Practice Support
Company financial strength
Simplified issue products
No simplified issue or guaranteed issue products offered.
Underwriting
Forms (Bluesun Advisor > Forms)
New Business tracking (Bluesun Advisor)
Underwriting requirements and guidelines (login and click forms and agreements)
Commissions
Bulletins & communications
Investment products
eDelivery
SmartDelivery (login and select SmartDelivery)
My agent codes
Service standards
not available
Rates & returns
Rates & Returns - insurance
Policy administration
My client listings
Contacts
For help with SmartApp and sales tools, contact: 1-855-208-3675 or insurance.dst@bmo.com
Digital resources
The Wave Illustrations (via PPI Toolkit Direct)
Non face-to-face guidelines
Approved eSignature providers :
OneSpan (eSignLive)
DocuSign
iGenyPro
Adobe Sign
My client notices & statements
Canada Life
Carrier information
Insurance & investments
Sales & service
For your business
Websites
eApps
NB WebApp (login and click app start under online services)
NB WebApp Quick Reference Guide - when to use NB WebApp and SimpleProtect
Practice Support
Company financial strength
Simplified issue products
No simplified issue or guaranteed issue products offered.
Underwriting
Forms (Bluesun Advisor > Forms)
New Business tracking (Bluesun Advisor)
Commissions
Bulletins & communications
Investment products
eDelivery
Once notified, login to the PPI website and visit Bluesun Advisor for your delivery documents
My agent codes
Service standards
not available
Policy administration
Forms (Bluesun Advisor > Forms)
Policy Administration guides (login and search for policy administration)
My client listings
Contacts
Digital resources
Non face-to-face guidelines
My client notices & statements
not available online
Canada Protection Plan
Carrier information
Insurance & investments
Sales & service
For your business
Websites
Insurance products
simplified issue products only
eApps
Practice Support
Company financial strength
not available
Simplified issue products
Underwriting
Commissions
Commission statements (login and click my statements)
Commission information on CPP Wealthserv (set pin 2416, login and click run reports)
Bulletins & communications
Investment products
not offered
eDelivery
Once notified, login to the PPI website and visit Bluesun Advisor for your delivery documents
My agent codes
Service standards
not available
Rates & returns
n/a
Policy administration
Forms (Bluesun Advisor > Forms)
My client listings
Wealthserv (login and click view / reports)
Contacts
For assistance with CPP sales tools, contact: 1-877-447-9090 or sales@ccp.ca
Digital resources
Non face-to-face guidelines
My client notices & statements
not available online
Desjardins
Carrier information
Insurance & investments
Sales & service
For your business
Websites
Insurance products
Practice Support
Company financial strength
Simplified issue products
No simplified issue or guaranteed issue products offered.
Underwriting
Commissions
Commission statements (login and click Compensation statements / COMPASS / search)
Bulletins & communications
Investment products
eDelivery
My agent codes
Service standards
Rates & returns
Policy administration
Forms (Bluesun Advisor > Forms)
My client listings
Contact: compensation@dfs.ca Request a full policy listing including annual premiums, and include your Advisor name and agent code.
Digital resources
Fusion illustrations (via PPI Toolkit Direct)
Non face-to-face guidelines
My client notices & statements
Client correspondence (login and click Client correspondence)
Edge Benefits
Carrier information
Insurance & investments
Sales & service
For your business
Websites
Insurance products
eApps
Express application (login and click How do I complete an application? / Express Quote > Application)
Practice Support
Company financial strength
Underwriting
Bulletins & communications
Investment products
eDelivery
My agent codes
Service standards
Rates & returns
Policy administration
My client listings
Contact: advisorservices@edgebenefits.com Request a full policy listing including annual premiums, and include your Advisor name and agent code.
Contacts
Digital resources
Non face-to-face guidelines
My client notices & statements
not available online
Empire Life
Carrier information
Insurance & investments
Sales & service
For your business
Websites
Insurance products
Practice Support
Practice Support (hover over practice support)
Company financial strength
Simplified issue products
Underwriting
Forms (Bluesun Advisor > Forms)
New Business tracking (Bluesun Advisor)
Commissions
Commission Statements (login to the business centre and click contracts and compensation)
Bulletins & communications
Investment products
eDelivery
My agent codes
Service standards
Not available
Rates & returns
Policy administration
Forms (Bluesun Advisor > Forms)
My client listings
Client listings (login to the business centre and click Reports)
Contacts
For help with Empire sales tools, contact: 1-866-894-6182 or salescentre@empire.ca
Digital resources
Non face-to-face guidelines
My client notices & statements
Equitable Life
Carrier information
Insurance & investments
Sales & service
For your business
Websites
Insurance products
eApps
Practice Support
The Learning Centre - wealth
Company financial strength
Simplified issue products
No simplified issue or guaranteed issue products offered.
Underwriting
Forms (Bluesun Advisor > Forms)
New Business tracking (Bluesun Advisor)
Commissions
Commission Statements (login and click contracting/compensation / commission statement)
Bulletins & communications
Investment products
eDelivery
My agent codes
Service standards
Service Standards (individual insurance)
Rates & returns
Policy administration
Forms (Bluesun Advisor > Forms)
EZtransact (login and click EZtransactTM - for segregated funds)
Training (login and click EZtransact™ / EZtransact sandbox practice site)
EZupload (login and click EZupload)
My client listings
Client listings (login and click policy/new business inquiry.)
For a detailed listing with annualized premiums, contact: fieldpayroll@equitable.ca
Contacts
For help with Equitable Life sales tools, contact: 1-800-668-4095 or
western-service@equitable.ca (for BC, AB, SK, MB) or eastern-service@equitable.ca (for ON, QC, NB, NS, PE, NF)
Digital resources
Sales Illustration System (via PPI Toolkit Direct)
Non face-to-face guidelines
My client notices & statements
Correspondence (login and click correspondence)
Foresters Financial
Carrier information
Insurance & investments
Sales & service
For your business
Insurance products
Practice Support
Company financial strength
Simplified issue products
No simplified issue or guaranteed issue products offered.
Underwriting
Bulletins & communications
Investment products
eDelivery
My agent codes
Service standards
Rates & returns
Investment performance - UL (click products)
Policy administration
Forms (Bluesun Advisor > Forms)
My client listings
My client listings (login and click Reporting / Policy Listing)
Contacts
For marketing and sales support, contact: 800‑267‑8777 or InsideSalesCanada@foresters.com
Digital resources
Sky Illustration software (via PPI Toolkit Direct)
Non face-to-face guidelines
My client notices & statements
Humania
Carrier information
Insurance & investments
Sales & service
For your business
Websites
Insurance products
eApps
eApps (login and click online sales platforms)
Practice Support
Company financial strength
Simplified issue products
Underwriting
Forms (Bluesun Advisor > Forms)
New Business tracking (Bluesun Advisor)
Underwriting Guide - Income Insurance
Bulletins & communications
Investment products
not offered
eDelivery
My agent codes
Service standards
not available
Rates & returns
n/a
Policy administration
Forms (Bluesun Advisor > Forms)
My client listings
Contact: contracting@humania.ca
Request a full policy listing including annual premiums, and include your Advisor name and agent code.
Contacts
For assistance with digital sales tools, contact: 1-877-554-7181 or repservices@humania.ca
Digital resources
Non face-to-face guidelines
See eApps and Contacts
My client notices & statements
not available online
iA Financial Group
Carrier information
Insurance & investments
Sales & service
For your business
Websites
Practice Support
Company financial strength
Underwriting
Forms (Bluesun Advisor > Forms)
New Business tracking (Bluesun Advisor)
Underwriting guidelines – life & CI
Investment products
eDelivery
My agent codes
Service standards
Rates & returns
Policy administration
Forms (Bluesun Advisor > Forms)
Policies & procedures guide - Insurance
Policies and procedures guide – savings
Business Tracker (login)
My client listings
Contacts
For help with iA sales tools, contact a Sales Director or Marketing Associate at: your iA service centre
Digital resources
Non face-to-face guidelines
NFTF guidelines & resources (login for more tools)
My client notices & statements
ivari
Carrier information
Insurance & investments
Sales & service
For your business
Websites
Insurance products
Practice Support
Company financial strength
Simplified issue products
Underwriting
Forms (Bluesun Advisor > Forms)
New Business tracking (Bluesun Advisor)
Underwriting Guide - Life and CI
Underwriting requirements - age an amounts
Underwriting requirements - flyer
Commissions
Commission statements (login and click for my business / advisor tools / commission)
Bulletins & communications
Investment products
My agent codes
Service standards
not available
Rates & returns
Fund facts and performance (select UL plans)
Policy administration
My client listings
Contacts
For help with digital sales tools, contact: 1-800-646-1481 or e-business@ivari.ca
Digital resources
Non face-to-face guidelines
My client notices & statements
Manulife Financial
Carrier information
Insurance & investments
Sales & service
For your business
Websites
Practice Support
Company financial strength
Simplified issue products
Underwriting
Forms (Bluesun Advisor > Forms)
New Business tracking (Bluesun Advisor)
Life
Critical Illness
Disability
Synergy
Bulletins & communications
Investment products
eDelivery
My agent codes
Service standards
Rates & returns
Policy administration
Forms (Bluesun Advisor > Forms)
My client listings
Contacts
For assistance with sales tools, contact: 1-855-664-2541 or digital_desk@manulife.ca
Digital resources
Non face-to-face guidelines
My client notices & statements
Secure Inbox (includes time sensitive notices and some statements)
Standard Life Advisor Portal (Perspecta statements)
Medavie Blue Cross
Carrier information
Insurance & investments
Sales & service
For your business
Websites
Advisor Network (For Atlantic Canada Only)
Insurance products
eApps
Practice Support
Company financial strength
Simplified issue products
Underwriting
New Business tracking (Bluesun Advisor)
Commissions
Bulletins & communications
Investment products
eDelivery
My agent codes
Service standards
Rates & returns
Policy administration
My client listings
Contacts
Digital resources
Non face-to-face guidelines
My client notices & statements
not available online
Ontario and Quebec Blue Cross
Carrier information
Insurance & investments
Sales & service
For your business
Websites
Insurance products
eApps
Practice Support
Company financial strength
Simplified issue products
Underwriting
New Business tracking (Bluesun Advisor)
Commissions
Bulletins & communications
Investment products
eDelivery
My agent codes
Service standards
Rates & returns
Policy administration
My client listings
Contact: commission.contracting@qc.bluecross.ca
Request a full policy listing including annual premiums, and include your Advisor name and agent code.
Contacts
Digital resources
Non face-to-face guidelines
My client notices & statements
Not available online
RBC Insurance
Carrier information
Insurance & investments
Sales & service
For your business
Websites
Practice Support
Company financial strength
Simplified issue products
Underwriting
Forms (Bluesun Advisor > Forms)
New Business tracking (Bluesun Advisor)
Life
Critical Illness
Disability
Commissions
Bulletins & communications
Investment products
eDelivery
My agent codes
Service standards
not available
Rates & returns
Rates of Return (universal life)
Fund Performance (Segregated Funds)
Policy administration
My client listings
Business Intelligence centre (login and click reports / client listing)
Contacts
Digital resources
RBC Illustrations (via PPI Toolkit Direct)
Non face-to-face guidelines
My client notices & statements
not available online
Specialty Life Insurance
Carrier information
Insurance & investments
Sales & service
For your business
Websites
Insurance products
eApps
Practice Support
Company financial strength
Underwriting
Commissions
Commission statements (login and click Advisor service / Tools / Commission statements)
Bulletins & communications
SLi Booth (on YouTube)
Investment products
not offered
eDelivery
My agent codes
Service standards
Rates & returns
n/a
Policy administration
Forms (Bluesun Advisor > Forms)
My client listings
Contact: compensation@slinsurance.ca
Request a full policy listing including annual premiums, and include your Advisor name and agent code.
Digital resources
Non face-to-face guidelines
My client notices & statements
not available online
Sun Life Financial
Carrier information
Insurance & investments
Sales & service
For your business
Websites
Practice Support
Company financial strength
Simplified issue products
Sun life does not offer simplified issue products; however, they publish a table of pre-approval limits (click FAQ tab / click How do I use Sun eApp / scroll down to What is pre-approval?)
Underwriting
Forms (Bluesun Advisor > Forms)
New Business tracking (Bluesun Advisor)
Commissions
Your commission statements on EIMweb (login and click consulting / contracts & compensation / contract & compensation information / request report )
Bulletins & communications
Investment products
eDelivery
Activity Centre (login for delivery documents)
My agent codes
Service standards
Policy administration
My client listings
Contacts
For help with Sun Life sales tools, contact: 1-800-800-4786 or advisorexperienceteam@sunlife.com
Digital resources
Non face-to-face guidelines
Approved eSignature providers (click completing and sending supporting documents)
My client notices & statements
UV Insurance
Carrier information
Insurance & investments
Sales & service
For your business
Insurance products
eApps
Practice Support
Company financial strength
Simplified issue products
Underwriting
Forms (Bluesun Advisor > Forms)
New Business tracking (Bluesun Advisor)
Bulletins & communications
Investment products
eDelivery
My agent codes
Service standards
Rates & returns
Policy administration
Forms (Bluesun Advisor > Forms)
My client listings
Contact: advisors@ulmutual.ca
Request a full policy listing including annual premiums, and include your Advisor name and agent code.
Contacts
Digital resources
Non face-to-face guidelines
eSignatures - Approved providers and conditions (under Frequently Asked Questions)
My client notices & statements
VUMI
Carrier information
Insurance & investments
Sales & service
For your business
Websites
Insurance products
Practice Support
Company financial strength
Simplified issue products
Underwriting
Commissions
Bulletins & communications
Investment products
not offered
eDelivery
Policies are emailed to the policyowner by VUMI, together with credentials for access to the MyVUMI client portal.
My agent codes
Service standards
Rates & returns
n/a
Policy administration
My client listings
Contacts
For product and sales support, contact: 1-800-879-4236 (option 1) or gstirpe@vumigroup.com
For administration support, contact: 1-800-879-4236 (option 2) or mmelia@vumigroup.com
Digital resources
Non face-to-face guidelines
VUMI accepts eSignatures from any provider that includes an authentication certificate
My client notices & statements
not available online
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