SYMBIOSIS
PROGRAM

Combine your group insurance and group retirement savings plans in one place for a complete, streamlined experience.

Why choose the Symbiosis program?

To take advantage of an all-in-one benefits solution that supports your employees’ total wellbeing.

You’ll benefit from:

  • A comprehensive, fully integrated employee benefits solution that supports total wellbeing
  • Streamlined plan administration
  • A top-tier experience for employers and employees alike, at a competitive price

The distinctive advantages of Symbiosis

  • Take advantage of a single point of contact to streamline your interactions with iA
  • Greater and more frequent access to iA’s full range of services, including:
    • A team of education specialists with expertise in both group insurance and retirement savings
    • Information sessions and personalized webinars targeting total wellbeing and providing an overview of employee benefits
    • Consolidated specialist-designed promotion and communication strategies
    • Personalized advisory services to improve financial wellbeing
  • Access to a data exchange solution
  • Access to flexible plan management tools
  • Governance meetings and consolidated reports: total plan monitoring
  • Implementation process that includes roadmaps, meetings and unified communications
  • Simplified daily plan administration since both plans are bundled in the same location
  • Self-serve tool for plan sponsors and administrators:
  • Digital tools for your employees:
  • Prevention tools to support total wellbeing
  • Consolidated tools to show your teams the value and scope of your group plan benefits
  • Access to a transition allowance for new business
  • Access to the Symbiosis allowance, which can be used, for example, to help fund the wellness account or complementary products such as telemedicine

Exclusive privileges for all

Group Insurance Group retirement savings Symbiosis
Single point of contact
circleAvailable based on
the size of the plan
circle Available based on
the assets held in the plan
Everyone
Education specialists
circleAvailable based on
the size of the plan
circle Available based on
the assets held in the plan
Everyone
Personalized financial wellness advisory services
circleN/A
Everyone
Everyone
Marketing and communication specialists
circleAvailable based on
the size of the plan
circle Available based on
the assets held in the plan
Everyone
Group implementation specialist
Everyone
circle Available based on
the assets held in the plan
Everyone
Governance meetings and consolidated reports
circleAvailable based on
the size of the plan
circle Available based on
the assets held in the plan
Everyone
Data sharing solution (xConnect)
circleAvailable based on
the size of the plan
circle Available based on
the assets held in the plan
Everyone1
Self-serve tool for plan sponsors and administrators: My Client Space
Everyone
Everyone
Everyone
(Single sign-on)
Digital tools for members: My Client Space, iA Mobile, educational website, total wellbeing tools
Everyone
Everyone
Everyone
(Single sign-on)
Transition allowance for new business
circleAvailable based on
the size of the plan
circle Available based on
the assets held in the plan
Everyone
Symbiosis allowance
circleN/A
circleN/A
Everyone
1At an additional cost

Elite service:
for a top-tier experience

  • Complete offer that can be tailored to both your group insurance and retirement savings needs
  • Features and services adapted to your plans
  • A unified, rich and consistent experience for your employees
  • Personalized advisory services to improve your employees’ financial wellbeing

A website and mobile app for unified online services

My Client Space

  • Single sign-on: access to all group insurance and retirement savings content with just one username and password
  • A digital environment designed for all kinds of devices
  • Access to direct deposit settings
  • Claim submission, contribution management and a host of other transactions
  • Easy-to-find information on claim processing, insurance coverage and retirement savings
  • Drug reimbursement estimates, pharmacy locator and personalized solutions
My Client Space

The iA Mobile app

A tool designed to optimize the user experience and streamline online transactions, for group insurance as well as retirement savings. It shares most of the features of My Client Space.

  • Single sign-on
Discover the iA Mobile app