Mobile Office
Next level efficiency
Avoid paper forms and lengthy processing! Mobile Office is a remarkably intuitive tool that allows you to perform most of your day-to-day savings and investment transactions online.
Supported products and transactions
There’s a lot you can do on the go:
How it works
Mobile Office, step-by-step
To use Mobile Office, you must have an active Beneva Advisor Centre account. There are two ways to access it:
In the Client Centre
- Once you’re logged in, head over to Savings and investments and select Access Mobile Office from the menu.
Via a direct link
- You can also access Mobile Office via this direct link. Simply log in with the same ID and password you use for your Advisor Centre account.
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. 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 securely sent to you, your client and your general agent. We keep personal information safe at all times.
More questions about Mobile Office? We've got more answers.
Yes there is!
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 rue Jacques-Parizeau
Québec QC G1R 2G5
Mobile Office will securely send you and your client your respective copies. Clients with no email address? No worries, they get their copy by mail.
The answer to this question (and many others !) is in our User Guide.
- Log in to the Advisor Centre.
- Head over to Savings and investments, then under Email us click Submit a request.
- Fill out the form, attach the PDF and hit send.
Shortcuts to keep it simple
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.