IDC WIN

Where is my CE Certificate, CE certificates, CE tips, CE did you know, tracking CE credits, tracking CE certificates, CE Credits,

Continuing Education (CE) Tips, Tricks and FAQs

WINBIG

Eric Wachtel

Wendy Keruzore

IDC, Repvision, Wealthserv, compliance, commissions, quotes, access, illustrations, fundserv, Bluesun

IDC WIN Contacts - Boucherville

Quebec city staff, Aurrea, VILLE DE QUÉBEC

IDC WIN Québec - Contacts

Laval QC, IDC WIN Staff Contacts

year end, last date to submit business, year-end details, 2025 year end deadlines, key year end dates,

2025 Carrier Year-end dates, holiday hours

Operations & Administration

security permissions, update browser, add a trusted site instructions, wealthserv system error

Bluesun Advisor | Add as a trusted site

What is the Bluesun Advisor Portal? Back office for advisors, blue sun, intro

Bluesun Advisor Portal Introduction

DataMine, client listing, by policy, commissions paid, written, placed, in the mill, pending, business, policy information, custom reports

Bluesun Advisor |  Reporting How to

Find Bluesun Advisor and RepVision help articles here

WealthServ Repvision and Bluesun Advisor

IDC WIN Launch, 2024 Education days, National Travel Webinar, Technology day

2024 IDC WIN Slides, Videos and presentations

slides, powerpoint, webinar, personal health insurance, PHI, Symposium June 5, 2024, recordings

2024 IDC WIN Workplace Solutions (Group Services) videos, presentations

Find the presentations and/or recordings from the April 18th Education Day in Mississauga

2024 Spring Education Day - Mississauga

Find the presentations and/or recordings from the April 8th Education Day in Calgary

2024 Spring Education Day - Calgary

Find the presentations and/or recordings from the April 9th Education Day in Edmonton

2024 Spring Education Day - Edmonton

You will find IDC WIN hosted Manulife webinar recordings and/or slides here for your review

2024 Manulife webinars, videos, slides, presentations

You will find IDC WIN hosted Equitable Life webinar recordings and/or slides here for your review

2024 Equitable Life webinars, videos, slides, presentations

You will find IDC WIN hosted iA Financial webinar recordings and / or slides here for your review

2024 iA Financial webinars, videos, slides, presentations

You will find IDC WIN hosted Beneva Insurance webinar recordings and/or slides here for your review

2024 Beneva webinars, slides, presentations

You will find the Conquest hosted webinar recordings and/or slides here for your review

Conquest - modules, webinars, slides, presentations

IDC WIN Launch, RRSP Wealth Launch, The Reason Why Letter and Discovery Agreements

2025 IDC WIN Slides, Videos and Presentations

2025 IDC WIN Workplace Solutions (Group Services) videos, presentations, recordings

2025 Slides, Videos and Presentations - Equitable Life

You will find IDC WIN hosted Desjardins webinar recordings and/or slides here for your review

2025 IDC WIN Slides, Videos and Presentations - Desjardins

You will find IDC WIN hosted BMO Insurance webinar recordings and/or slides here for your review

2025 Slides, Videos and Presentations - BMO Insurance

You will find IDC WIN posted CPP Foresters webinar recordings and/or slides here for your review

2025 CPP Foresters webinars, videos, slides, presentations

2025 Manulife webinars, videos, slides, presentations

Training & Education

CE Credits required, PDUs required, CE PDU matrix, CE PDU breakdown by province, CE Credit deadline, CE Credits provincially,

CE and PDU Credit requirements by Province

servicing out of province clients, writing business in different provinces, writing or servicing business in a province not licensed in

Positioning on sales and services outside an advisor's jurisdiction of certification

Compliance

IDC WIN BIG Login assistance, can't log in, troubleshooting

I'm registered for BIG but cant log in

Frequently asked questions for OKTA, verification, authenticate, did okta include RepVision,Bluesun, user guides, cant log into idc win site

OKTA SSO - FAQs

what is OKTA and why do I have to do this? single sign on, cant log into idc win, login error message

What is OKTA SSO?

Technology

IDC WIN Montreal - Copoloff Office Staff Contacts

Executive, New Business, Contracting, Administration, IDC WIN BIG, Prairies

Calgary AB, IDC WIN Staff Contacts

Executive, Sales & Marketing, New Business, Investments, Contracting, Atlantic Staff Directory, Nova Scotia, Halifax

Dartmouth NS, IDC WIN Staff Contacts

Executive, Business Development, Sales & Marketing, Operations, Investments, New Business, Contracting, Administration, Prairies

Edmonton AB, IDC WIN Staff Contacts

Sales and Marketing, New Business, Administration, British Columbia,

Langley BC, IDC WIN Staff Contacts

Business Development, Sales & Marketing, New Business and Administration

London ON, IDC WIN Staff Contacts

Executive, Business Development, Sales & Marketing, New Business, Contracting

Markham ON, IDC WIN Staff Contacts

Executive, Compliance, Business Development, Sales & Marketing, Contracting, Compensation, New Business, Investments, Administration

Mississauga ON, IDC WIN Staff Contacts

Executive, New Business and Administration, Contracting, Sales and Marketing, Quebec, Royalmount, Mont Royal office, VILLE DE MONTRÉAL

Mont Royal QC, IDC WIN Staff Contacts

Executive, New Business and Administration, Atlantic region staff directory, Newfoundland, Mount Pearl

Mount Pearl, NFLD - IDC WIN Staff Contacts

Executive, New Business, Atlantic Region Staff directory, New Brunswick,

Saint John NB, IDC WIN Staff Contacts

Executive & Admin, Operations, Sales, Contracting & Compensation, Investments, New Business & Case Specialists, Group Sales

Vancouver BC, IDC WIN Staff Contacts

Panache Financial Group Contacts-Boucherville

IDC WIN Contacts

IDC WIN BIG Website

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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