- KAIZEN Opportunity – Get Value Builder Score Report
February 23, 2026
We added a new checkbox on the KAIZEN opportunity record called: Get Value Builder Score Report. Whn you check this box at the Sales Decision YES stage, a new task will be assigned that says the following:
Task (Financial Planner): Check the box for “Get Value Builder Score Report” if it will be needed for this file.
- KAIZEN Opportunity – Thinking About It
January 20, 2026
When you move the stage to Thinking About It, the Owner of the Opp will be assigned a task that says: Send F/U email using: Thinking About It template
We have added a new template to the KAIZEN Process list of templates that can be used for this purpose.
- ICPM Comparison Tool on The Genie™
November 2, 2025
On The Genie™, under the question mark at the top right. You now can find this two options:
- ICPM Comparison Tool
- The Genie™ – Knowledge Centre
- Investment Plan – Now include Chatter
September 2, 2025
Now you can use chat in your Investment Plan. Ask questions or mention another user in the task that is assigned to you.
- DocuSign – Opportunity
March 19, 2025
At Stage: Sales Decision YES – For Insurance Types: Life, CI, and LTD, 2 task are now going to be assigned:
- New Task: Send pre-underwriting questionnaire to all clients via DocuSign.
- New Task: Follow up on receipt of pre-underwriting questionnaire. Tell Advisor if any questions are answered YES.
- Contact Record – Household address
March 3, 2025
On the contact record, we added a checkbox labeled ‘Mirror Household Address’.
If this checkbox is selected, then all address fields on the Contact record should mirror those of the Household record.
If the checkbox is not selected, a different address can be added without affecting any other records.
- New Field – Opportunity record
June 10, 2024
There is a new section on insurance opportunities record called “Application Split Details”. In this section you will have the chance to input the information if this opportunity has been shared with another agent.
- Term Opportuntity – New Task
June 6, 2024
New Tasks for term Life and Term Critical illness renewals.
Task #1 – Planner Complete a term replacement analysis as the renewal date is within 4 months.
Task #2 – CSA to book review meeting with client using template
- Automated Email – Investment Only Clients
June 6, 2024
An automated email to go to each Investment Only client belonging to Ironshield Head Office and Branches on the anniversary of their program start date and six months after the anniversary of their program start date. These emails are to be continued twice per year, every year.
- Task – Now includes Chatter
May 17, 2024
Learn how chat in your Tasks. Ask questions or mention another user in the task that is assigned to you.
- KAIZEN opportunity – Stages and Tasks
November 1, 2023
We are always reviewing and improving our financial planning process to ensure our clients get the best support possible.
- LIFE Opportunity – Stages and Tasks
November 15, 2023
In an effort to keep similar opportunity processes the same when it is warranted, an additional Stage was added to the Life opportunity to denote when documents are waiting for a client signature.
- Investment Opportunity – Stages and Tasks
December 1, 2023
In our regular review, a few new automated tasks were deemed as beneficial to the process and user, and so they were added.
- Marketing – New Automation
January 1, 2024
We are happy to announce that The Genie™ has a new marketing automation to elevate and streamline the communication we send out and help us to personalize marketing strategies for each user. This high-quality marketing automation tool will engage contacts and leads, save time, and help personalize your customer experience. Contact our marketing team with any questions.
- Compliance – New LOE for 2024
January 1, 2024
New Letter of Engagement for 2024 including a comprehensive section on the Services Agreement and adjustments where required to keep up with changing compliance standards.
- LIFE Opportunity – New Task
January 15, 2024
On the record type Life for opportunities, at the stage of Sales Decision Yes, we have created a new task. This task will be assigned to your CSA. If you are a financial planner without a CSA, it will be assigned to you. Task subject: Obtain Needs Analysis and upload to the Opportunity. Comments:
- Obtain the Needs Analysis (e.g. Generate Risk Management Report from Razor or obtain from Advisor)
- Confirm Report values support total insurance value being applied for. (i.e. Needs Analysis shows a greater value than the insurance being applied for.)
- Upload the report to File section of Opportunity and paste the public link for the document to Policy Compliance Links section of opportunity: Needs Analysis.
- Marketing – CPP Guide 2024 Campaign is ready
January 15, 2024
Our updated marketing campaign for the Canada Pension Plan Guide is ready for any of our users to start running on their social platforms. Contact our Marketing group and we will help you set it up.
- Event – Now includes Chatter
February 1, 2024
We are expanding on communication tools with your team. Now, on any event in The Genie™, you have a chatter window where you can tag anyone on your team and ask questions relevant
to the event. - Task – Now Includes Attachment
March 1, 2024
A new way to streamline your workflow! You can now attach files directly to your tasks. Simply drag and drop your documents, images, or any other relevant files to keep everything organized in one place.
- Knowledge Centre – How to: Create an Investment Plan Without an Opportunity (Cloning)
April 4, 2024
There are times when an ICPM will create a secondary account for a client. Examples are opening an alternative investments account for an RRSP or a US dollar account for a non-registered plan. In both these cases there is the original account that we requested, and then a secondary account that the ICPM requires based on their investment choices. We need to create a new Investment Plan for this secondary account but do not have an Opportunity to start it from.