Configure insurance data synchronization
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      1. Laylah help center
      2. Data sources
      3. Configure insurance data synchronization

      Configure iA Financial Group source

      Find out how to easily synchronize your iA Financial Group insurance data with Laylah by following this quick and easy procedure.

      Laylah connects to the iA Financial Group Advisor Centre to synchronize your clients' insurance data.  Follow these steps to take advantage of iA Financial Group data synchronization.

      Configure iA Advisor Group source

      Time: Approx. Two minutes.

      What you need

      Steps

      1. Click on the button Data in the main menu.
      2. Click on the option Add New Source and select iA Financial Group source.
      3. Click on the Configure button and enter your account information:
        1. Enter a description: the description allows you to distinguish this configuration from that of your colleagues.
        2. Enter username: the access code to the iA Financial Group Advisor Centre
        3. Enter password: the 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 24 to 48 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.

        Features of this source

        Advisor access to the iA Financial Groupe Advisor Centre allows us to retrieve iA Financial Group life, disability, critical illness insurance and investments.  It also imports annual statements for certain types of insurance contract.

        Contact list import ✅
        Periodic import of new contacts ✅
        Insurance import ✅
        Investment import ❌
        Search by name ✅
        Search by policy number ✅
        Full initial synchronization
        Contacts and insurances        		 ✅
        Automatic document import ✅

        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