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12. Useful links

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Here’s a step-by-step walkthrough for using the “Links & Hyperlinks” tab in Centralize, designed to optimize your searches and daily practice.

Objective

Quickly access all essential external resources: news, data entry applications, calculation tools, regulatory authorities and insurer portals.

Access

Look for the icon represented by two chain links, located near the bottom of your left sidebar menu.

Step 1: Monitoring and professional news

The first category includes sources of information to stay up to date:

  • News: Direct access to conseiller.ca and finance and investment sites.
  • Usage: Check out these links to read the articles of the day, week or month about the evolution of financial services.

Step 2: Access to insurers’ portals and tools

The directory is divided into three complementary sections for each institution (listed in alphabetical order):

  1. Electronic applications: Direct links for the electronic entry and submission of proposals.
  2. Institutional websites: Access to insurers’ corporate portals and advisor areas.
  3. Fund companies: Detailed information on investment funds and performance data.
  4. Artwork: Links to web versions or desktop software to download to produce your product artwork.

Step 3: Medical and Technical Resources

Useful for pricing and understanding customer records:

  • Medical Associations: Access to Dynacare’s website to order exams.
  • Diagnostic support: Links to the Medical Encyclopedia and Vulgaris Medical to understand your clients’ pathologies.
  • Medical Information Desk: Please note that this access is available in English only.

Step 4: Regulatory authorities and institutions

A complete directory for your compliance and research needs:

  • Regulators: AMF (Autorité des marchés financiers), Chambre de la sécurité financière.
  • Government: Bank of Canada, CRTC, CNESST, Centre for Business Services, etc.

Step 5: The Practical Toolbox

This section contains the utilities that are essential for office work:

  • AgenZ Tools: Access to the “Toolbox” and direct link to Centralize.
  • Logistics: Postal code lookup via Canada Post.
  • Calculators: Currency converter, dictionary and the WinCott tool for quick life insurance valuations.

💡 Helpful tip: Take a few minutes to explore all of these categories and add to your own browser favorites the 3 or 4 links you use most often (such as electronic apps or the AgenZ toolkit).