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Configure Assure & Go source

Find out how to quickly and easily synchronize your Assure & Go insurance data with Laylah by following this simple procedure.

Laylah connects to the iA Financial Group Advisor Centre to synchronize your Assure & Go (Excellence) insurance data. Follow these steps to take full advantage of Assure & Go data synchronization.

Configure Assure & Go a Data source

Time: Approx. Two minutes.

What you need

Steps

  1. Click on the button Data in the main menu.
  2. Click on Add New Source, then select Assure & Go.
  3. Click on the Configure, then enter your account information:

    1. Enter a description: This helps distinguish your configuration from that of your colleagues.

    2. Enter username: Your access code to the iA Financial Group Advisor Centre
    3. Enter password: Your password to the iA Financial Group Advisor Centre
  4. Click on Test credentials and wait for confirmation.

    Et voilà!

    Initial synchronization of all contacts is launched automatically.

    Contacts and their insurance policies will appear automatically within 1 or 2 hours.

    Useful tips for more efficient synchronization

    Access to firm data

    If one of your colleagues has access to iA Financial Group to view all the firm's contracts, we suggest that you configure his or her access to iA Financial Group Source to simplify your operations.

    Troubleshooting

    If the configuration fails

    If the configuration doesn't work, it's usually because the configuration information is wrong.

    You can test your connection information directly on the iA Financial Group Advisor Centre via this URL: https://iaa.secureweb.inalco.com/

    iA Financial Group Advisor Centre connection screen:

    Connexion IA En