Insurance Carrier Software

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


Blue Cross Canada

BMO Insurance

Canada Life

Canada Protection Plan


Desjardins Insurance

Empire Life

Equitable Life

Foresters Financial

Humania Assurance

iA Financial Group


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

Serenia Life

SSQ Insurance

Sun Life Financial

UL Mutual