Quickstart cue
The ia extranet is to advisors what My Client Space is to customers: a single sign-in workspace that consolidates the day-to-day. If a tool sits behind a contractor relationship rather than a customer relationship, expect to find it on the ia extranet.
The ia extranet is the workbench Industrial Alliance hands to its distribution channel. Independent brokers, captive advisors and group plan administrators all reach the same domain after sign-in, but the experience inside is calibrated to the contractor profile. The single sign-in endpoint hides three quite different workflows underneath. Understanding which tier a contractor sits in is the first step in mapping what is and is not visible on the home dashboard.
Behind the sign-in screen the workspace organises everything around four pillars: production (commissions, leaderboards, year-to-date premium), pipeline (open cases, e-app drafts, pending requirements), book of business (client and policy lists with renewal flags) and reference (product literature, illustrations, marketing collateral). The same four pillars appear in every tier, but the data inside each pillar is filtered to what the signed-in contractor is contractually allowed to see.
The three access tiers
Tier one is the independent broker. This is the contractor who holds appointments with multiple carriers and signs business through a managing general agency. Their ia extranet view shows commissions, year-to-date production, and the e-app workflow for products they are licensed to sell. They do not see captive-advisor leaderboards, do not see internal training assignments, and do not see plan-administrator group reports.
Tier two is the captive advisor. This is a contractor whose business is exclusive to Industrial Alliance. Their workspace adds internal training assignments, regional leaderboards, branch announcements and the captive-only compensation grid. The same e-app and case-tracking modules are present, but the commission visibility is enriched with carrier-internal performance metrics.
Tier three is the group plan administrator. This is not an advisor at all in the sales sense; it is the operations contact at an employer that has bought a group benefits plan from Industrial Alliance. Their ia extranet view replaces commissions with a billing module, replaces the e-app with member-management tooling, and surfaces claims oversight reports. They share the same sign-in surface but their landing page is structurally different.
Access tier comparison
| Tier | Scope | Typical user |
|---|---|---|
| Independent broker | Commissions, e-app, case tracking, product literature; multi-carrier reality acknowledged | MGA-affiliated broker selling Industrial Alliance alongside other carriers |
| Captive advisor | Everything in tier one plus internal training, regional leaderboards, captive compensation grid | Career advisor exclusive to iA Financial Group |
| Plan administrator | Group billing, member onboarding, claims oversight; no individual commissions | HR or payroll contact at an employer with an iA group benefits plan |
The four pillars in practice
Production is the most-visited pillar across all three tiers. Independent brokers open it to confirm a commission cheque, captive advisors open it to track quota, plan administrators open it to confirm a billing run. Each tier sees a slightly different layout, but the underlying data tables are exportable to CSV in every case so that a contractor can keep an offline ledger.
Pipeline is the next-most-visited. The e-app drafts, the pending requirements lists and the new-business status tracker all live here. The carrier’s internal underwriting deadlines surface as case-level flags, so a contractor can see at a glance which files are stuck on a missing medical, which are stuck on a missing financial document and which are clear to issue. The pipeline view refreshes every fifteen minutes during business hours.
Book of business holds client lists, policy lists and renewal flags. It is the pillar a contractor opens at the start of a quarter to plan outreach. Search and filter facets cover product line, issue date, premium band, geography and renewal date. A contractor can save a filter set and pin it to the top of the home dashboard, which is how most experienced users build a personal cadence around the workspace.
Reference holds the marketing collateral, product brochures, illustration software and compliance bulletins. New product launches and product retirements both flow through this pillar first, and a watch-list mechanism alerts a contractor when something they have flagged changes. Federal supervisory expectations for distribution practices are summarised in OSFI guidance, and provincial distribution rules are summarised by the Autorité des marchés financiers.
Browser support and session controls
The ia extranet expects an evergreen browser. Chromium-family browsers, current Firefox, current Safari and current Edge are all supported. Internet Explorer is not supported and the workspace returns an explicit unsupported-browser banner if a stale user-agent is detected. Tablet browsers work for read-only views but are not the primary target for the data-heavy commission and book-of-business tables, which render best on a 13-inch screen or larger.
Session length on the ia extranet is shorter than on My Client Space. Idle sessions time out after fifteen minutes and the absolute session lifetime is eight hours. Multi-factor authentication is required at every sign-in regardless of device familiarity, because the data inside the workspace is treated as advisor-controlled rather than customer-controlled. Lost-password recovery is routed through the contractor’s managing general agency or, for captive advisors, through the regional branch contact.
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Frequently asked questions
What is the iA extranet and who is it for?
The ia extranet is the advisor- and broker-facing workspace operated by Industrial Alliance. It is for licensed contractors, captive advisors and group plan administrators who need access to commission statements, client lists, electronic applications, contracting documents and product literature. The workspace is contractor-only by design: a customer with a policy will not be able to sign in to the ia extranet because customer credentials live in a separate directory. The contractor relationship itself, not policy ownership, is what grants access.
How is the iA extranet different from My Client Space?
My Client Space is the customer-facing dashboard. The ia extranet is the advisor-facing workspace. The two run on separate authentication endpoints, separate directories and separate session policies, so a leaked customer credential cannot reach advisor data and vice versa. The same person can be both a customer and an advisor: in that case they hold two distinct credential sets and choose the appropriate sign-in surface depending on whether they want to see their own policies (My Client Space) or their book of business (ia extranet).
What are the three access tiers on the iA extranet?
The three tiers are independent broker, captive advisor and plan administrator. Each tier has a different permission scope, a different commission view and a different default landing page calibrated to the contractor’s typical workflow. The independent broker view assumes a multi-carrier reality and presents iA-only data without internal leaderboards, the captive advisor view layers in branch and regional metrics, and the plan administrator view replaces commissions with group billing and member-management tooling appropriate to an employer-side operations user.
Which browsers does the iA extranet support?
The ia extranet targets evergreen Chromium browsers, current Firefox, current Safari and current Edge. Internet Explorer is not supported. Tablet browsers work but are not the primary target; the data tables in the commissions module render best on a 13-inch screen or larger. The workspace returns an explicit unsupported-browser banner if a stale user-agent is detected and refuses to load the production module on any browser version more than twenty-four months out of date, because the underlying chart libraries depend on modern JavaScript engine features.
Where do I find commission statements on the iA extranet?
Commission statements sit under the production menu inside the ia extranet. Independent brokers see one consolidated view across product lines, captive advisors see a per-line breakdown that follows the carrier’s internal compensation grid, and plan administrators see a different production module focused on group billing rather than individual commissions. Statements export to CSV and PDF, and the table view supports a year-to-date filter, a per-product filter and a per-MGA filter for brokers who hold appointments through more than one managing general agency.
How advisors describe the workspace
“The ia extranet is the workbench I open first every morning. The pipeline view tells me which cases are stuck and which are clear, and the production tab keeps the commissions ledger honest.” — Patrick D. Therrien · real-estate agent and licensed insurance advisor, Therrien Immobilier, Laval QC
For broader distribution-channel detail and the quoting workbench used during a sales conversation, the ia insurance advisor portal reference picks up where this page leaves off.