ANVA Academy
NEW

Expert Session: Provincial Policies & Contracts

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At ANVA, we’re working hard to develop a worthy cloud-based successor to ANVA 4/5: ANVA 6. That’s why we’re organizing ANVA 6 Expert Sessions to make the best possible use of new technologies and ensure the system meets your needs as a customer. During this customer session, we’ll dive into how we’ll offer product and contract templates in ANVA 6, so that advisors can manage provincial policies and contracts as smoothly as possible.

What topics will be covered?

We are not rushing into building a new financial platform. We want to combine technical and functional aspects with a user-friendly interface in the best possible way. Are you curious and would you like to contribute? We will be working on the following topics, and you can be part of it:

  • Update on ANVA 6 Developments
  • Introduction to Provincial Policies and Contracts
  • Property and Casualty Insurance
  • Service and Management Contracts
  • Life, health, and pension insurance policies
  • Mortgage and credit (optional)

What should we pay attention to?

As an intermediary, you want to handle everything related to your client as effectively as possible—providing the best advice and securing the right products. You store copies of the original contracts in your own ANVA system. But how much of that data do you actually want to keep in ANVA, broken down by contract type? We have some ideas. In this session, we’d like to review with you whether we’ve overlooked anything in our plan. Your input is invaluable in determining what the user screens for provincial contracts will look like in ANVA 6. Will you join us? Let’s build a future that works together.

Program

09:30

Receipt

12:00

Lunch

15:00

End of expert session

15:30

Podcast

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About the course

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