Once you have received your Active codes for the insurance carriers through IDC WIN, you must be sure you are registered for each of their respective websites. The carrier websites provide you with access to your clients, their policies and accounts, your commissions, underwriting information, marketing materials and more.
Registration links for the carriers can be found below
Beneva does not currently have a self registration process. You will receive your advisor code along with your login credentials via a Welcome Letter from Beneva, once your contract with them has been approved. The Welcome Letter is emailed to the respective contracting team at IDC WIN and then forwarded by email to you.
BMO does not offer assistant access at this time. If your assistant requires access to your BMO business, they must use your BMO advisor credentials
If you need assistance reach out to the BMO Digital Support Team:
Email: insurance.dst@bmo.com (EN) or assurance.ese@bmo.com (FR)
Phone: 1-855-208-3675 (Monday to Friday from 9:00 AM to 6:00 PM (ET))
Once you have an active contract with CPP, your login credentials along with your advisor code will be emailed to you. See sample email HERE
(Need Activation Code, Forgot your UserID or Password, Trouble registering)
Click above to go to Empire then select LOGIN > RETAIL ADVISORS. If you are not yet registered, you will click SIGN UP
Equitable Life does not have a self registration process. New Advisors will be emailed the registration instructions once contracting has been approved.
Already registered and having issues with your login?
For Foresters, the advisor can request to give their assistant access by sending an email to marketing@foresters.com.
Provide your authorization along with your assistants email address.
Having issues getting registered? Please contact the iA Help Desk by phone 1 888 610-5101 or email interface@ia.ca.
Business hours: Monday to Friday, from 8:30 a.m. to 7:00 p.m. (Eastern Time).
For 3rd Party Assistant Access - this is a delegation process via IA. Please email iat-contracting@ia.ca and request access for your assistant.
If you have a staff member that requires access, you as the advisor can enable their access to your business. Click here to learn how to Create Associate Accounts.
If you have a staff member that requires access to your compensation, clients etc. they will need to self register as well. When enrolling please have them select the appropriate 'role' in the options provided. The staff member will need to have the advisor codes they need access to, available to complete the registration. If you need assistance you can email Advisor_Site_Support@sunlife.com.
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