Updated 2023
We often get asked for insurance carrier software for advisors who want to better compare and illustrate insurance products to their clients so we wanted to make a resource where our advisors could get links to the latest resources from the insurance carriers in one place. We will do our best to maintain this list however if you see something that is off please let us know and we will update it as soon as possible.
Assumption Life
- Public Site | Advisor Site
- Investment Funds Performance
- Applications & Forms
- Illustration Software LIA (ID and password issued by Assumption Life is required for use)
Beneva
- Public Site | Advisor Site
- Investment Funds Performance
- Insurance & Investment Applications & Forms
- Illustration Software v 9.14.1 (Activation Key: 956422)
Blue Cross Canada
BMO Insurance
Canada Life
- Public Site | Advisor Site
- Life Insurance Rates & Values | Investment Funds Performance
- Applications & Forms
- Illustration Software v4.8
Canada Protection Plan
- Public Site | Advisor Site
- Illustration Software: Online Illustrator
Cumis
- Public Site
- Illustration Software: Requires Login
Desjardins Insurance
- Public Site | Advisor Site
- Investment Funds Performance
- Applications & Forms
- Illustration Software: Online Illustrator
Empire Life
- Public Site | Advisor Site
- Life Insurance Rates & Values | Investment Funds Performance
- Illustration Software v 13.1 (Install Key: EFG-MG42T)
Equitable Life
- Public Site | Advisor Site
- Insurance & Investment Applications & Forms
- Illustration Software v 2022-3
Foresters Financial
Humania Assurance
iA Financial Group
ivari
Manulife Financial
- Public Site | Advisor Site
- Commission Schedule (You must log into Repsource to download this)
- Go to “Forms & Marketing Materials” click on “Search & Add”
- Type, “Commission” in the keyword search and under all document types select “Forms”
- Applications & Forms (You must log into Repsource to download this)
- Illustration Software v 17.01 (You must log into Repsource to download this)
RBC Insurance
- Public Site | Advisor Site
- Life Insurance Rates & Values | Investment Funds Performance
- Applications & Forms
- Illustration Software v 11.8 (CD Key: 62B46)
