Next level efficiency
Avoid paper forms or lengthy processing! Mobile Office is a remarkably intuitive iPad app that allows you to perform most of your day-to-day savings and investment transactions online.
Our entire external sales force (including Fundserv brokers) has access to the Mobile Office, the quick way to submit applications and investment instructions online. Once you try it you won’t want to work without it.
Mobile Office is also a secure channel! All electronic forms are automatically sent by email as a secure attachment. Data is protected at all times and the process is transparent for clients.
Mobile Office step-by-step
To use Mobile Office, you must be contracted with Beneva and have an active Advisor Centre account—you’ll be using the same credentials to log into the app. And since this is an iPad app, you also need to have an iPad running iOS 12 or a more recent version.Learn how to create your Advisor Centre account
You must contact us so we can email you the link to download Mobile Office.Request download link
Mobile Office is THE savings and investments form that follows you wherever you go.
Send in new applications or instructions for existing contracts in just a few clicks.
Documents can be signed remotely or in person. Mobile Office also saves you time by letting your clients know when they need to sign documents.
You can rest easy, and so can your clients! Electronic forms are emailed as a secure attachment to you, your client and your general agent. We keep personal information safe at all times.
For security reasons, you must send cheques by regular mail with the client’s name and date of birth or client number.
Bank deposits, however, are the recommended option as the safest and quickest way to go.
Mail the cheque to the following address:
Individual Insurance and Financial Services
625 Jacques-Parizeau St
Quebec QC G1R 2G5
Mobile Office will send you and your client your respective copies by email as a password-protected attachment. You and your client each have your password. Clients with no email address ? No worries, they get their copy by mail.
Get in touch with our team
All the support and people you need, from sales to partner services. We're just a click or call away.
Ontario and Atlantic Canada
7150 Derrycrest Drive
Mississauga ON L5W 0E5