We’re excited to launch our new Advisor portal—your one-stop hub for doing business with ivari. Built based on your feedback, the portal brings key tools, tasks and information together in one place so you can work faster, navigate more easily and manage your business more effectively.

But wait, there’s more! Introducing a smarter eApplication experience

The portal includes both a new eApplication and access to ivari 360. Use the new eApplication for our Simply Simplified and SmartSelect Term series. For Universal Life, Critical Illness and all other Term products, you can continue to access and use ivari 360 through the Advisor portal.

And stay tuned—more products will be coming to the new eApplication soon, giving you even more ways to do business with ivari in one convenient place.

How the new eApplication helps you submit business faster, simpler and smarter

• Easily manage applications: Use a centralized dashboard with advanced filters to quickly find, track and manage applications by status, advisor code and report.
• Save time with smarter data entry: Reduce manual entry and help prevent errors with autofill, Canada Post address lookup, automatic unit conversion and real-time banking validation.
• Create a smoother client experience: Make the process simpler and more transparent with upfront eligibility questions, responsive design, English/French toggling, real-time premium calculations and product comparison functionality.
  • Use the modern slider to adjust face amounts visually and instantly see monthly premiums.
  • See which products your clients qualify for and view renewal premiums upfront, so you both know what to expect.
• Complete applications with greater confidence: Support accuracy, security and compliance with document upload, guided completion checks, reflexive questions and secure DocuSign workflows for both in-person and virtual signing.
• Get step-by-step guidance: Follow a guided tour that helps you move through the application from start to finish.

We know this transition may raise some questions for you. That’s why we’ve created a decision tree to help you choose the right application for each product.

Important dates for the transition to the new eApplication

• For existing Simply applications in ivari 360, we are allowing a 7-day submission window. These applications must be fully submitted by 8:00 p.m. EST on September 21
• Starting on Tuesday, September 15, all Simply applications must be created in the new eApplication

These new tools are an important step in creating a faster, simpler and smarter digital experience for you. And we’re just getting started. The new advisor portal will continue to grow, with more features and updates added over time, so be sure to check back often.

Take a look, explore and see how the new portal can help you do business with ivari more easily.

Have questions? Visit the FAQ for help using the new tools and processes.