Free trial!

Customer management tools which facilitate the practice of advisors

  • Access to all forms, fund facts & fund profiles
  • Send all selected documents by email directly
  • Receive an alert when a dowloaded document has been updated

 

 

 

 

 

Unlimited downloading

including unlimited technical support and updates

Start a free trial
  • Complete process management
  • Processing new business
  • Manage service requests
  • iGeny Form included

 

 

 

Unlimited downloading

including unlimited technical support and updates

Request early acess

Comparative overview of the different versions
Form Pro
$15/month $245/month
Downloading Forms Unlimited Unlimited
Daily updated forms Active Active
Fast and simple researches Active Active
Filter by product provider Active Computerize
Filter by product type Active Computerize
Instant forms submission by email Active Active
Client’s file management Active
Activity management service Active
Processing new business Active
Monitoring of automated records Active
Dashboard of tasks and activities Active
Secure transfer of scanned documents Active
Secure transfer of scanned documents Active
Automatic classification of scanned documents Active
Secure client’s interface Active
Task delegation and sharing contacts Active
Support and updates Active Active
Try Form Request early access


Do you have any questions?

Contact-us

Frequently asked questions



Are all the documents in iGeny Form always up to date?

Yes! Our robots perform daily analysis of all our documents. You have access at all times to the most recent version available.

Do I have access to documents of all Canadian insurance of persons companies ?

Yes! You will find all the administrative and new business forms, guides, and even regulatory documents like segregated fund facts you must provide your clients.

Do I have access to documents of all Canadian investment fund companies ?

Yes! You will find account opening and administrative forms, mutual fund facts you must provide your clients. Fund profiles will also be available soon.

How can I find a document when I know the form number by heart ?

Only type the number in the search box. That's all!

How can I find a document when I do not know its form number?

Enter any keyword that comes to your mind spontaneously. Use filters to refine the results. iGeny Form knows all the vocabulary used by insurance companies and investment funds.

What happens if I misspell a word when searching for a document ?

iGeny Form has a powerful search engine that detects misspelled or incomplete words and still can find the right documents.

What happens when the supplier updates their forms after I have downloaded a document on IGeny form ?

iGeny Form remembers all the documents you have downloaded for a period of 14 days. If one of them is updated in the meantime, you will receive an email alert to notify you.

Some supplier number their applications and forms when they are downloaded. Are they available through iGeny Form ?

Yes! Our servers is able to request the supplier’s servers before you can access the form with its unique number.  Empire Life’s application (Life and Health Insurance Application D-0082-EN) is a good example.

Can I find all document formats through iGeny Form ?

We support all available formats (static pdf, pdf fillable, Microsoft Word)