Briefing sheet
The iA mobile app is the phone-side companion to My Client Space, with biometric sign-in instead of a password and push notifications for the small handful of moments a customer actually wants to be interrupted. Treat this page as the feature sheet, not the marketing piece.
The iA mobile app is the phone-side companion to the Industrial Alliance customer dashboard. It is not a separate product, and it is not a thinned-down version of the website with a few features missing. Most of the day-to-day customer workflows are present, with two material differences that justify the dedicated app: biometric sign-in instead of password entry, and push notifications for the small handful of moments where a customer actually wants to be interrupted.
Push notifications matter more than they look. The reminders for upcoming premium-due dates, statement-ready alerts and secure-message replies are the difference between a customer who keeps tabs on their policies and a customer who lets a pre-authorised debit fail because they forgot the billing day shifted after a bank switch. The app makes that maintenance work passive instead of active, which is an underrated quality-of-life upgrade in financial-services tooling.
What the customer-side app actually contains
The home screen of the iA mobile app shows the household policy list. Each policy opens to a detail view with the same data that the web dashboard surfaces: coverage amount, premium, beneficiaries, recent payments and recent statements. Tapping a statement opens a PDF preview that can be shared, saved or air-dropped to a desktop for printing.
The payments tab shows premium history, scheduled debits and any returned-payment events. A customer who wants to switch the bank account on file can scan a void cheque inside the app instead of typing routing and account numbers, which reduces the most common source of pre-authorised debit setup errors.
The claims tab is where the photo-upload feature pays off. For health, dental and disability claims that require receipts, the app captures the receipts directly with the phone camera, applies an automatic edge-detection crop, and submits the bundle to the carrier’s claims engine. The customer sees the submission status on the same tab and gets a push notification when adjudication completes.
The messages tab is a secure inbox for service questions that need a written record. Unlike email it travels through the carrier’s own infrastructure with the customer authenticated, so personal information can be shared without the usual unencrypted-email risk.
Feature support across platforms
| Feature | iOS | Android | Web |
|---|---|---|---|
| Biometric sign-in | Face ID and Touch ID | Fingerprint and face unlock | Not applicable; password and TOTP |
| Push notifications | Native APNs | Native FCM | Browser push where supported |
| E-statement download | Yes, with share sheet | Yes, with share sheet | Yes, with browser download |
| Claim photo upload | Camera with edge detection | Camera with edge detection | File upload only |
| Premium-due reminders | Yes, configurable cadence | Yes, configurable cadence | Email only |
| Beneficiary update | Yes for supported contracts | Yes for supported contracts | Yes for supported contracts |
| Bank account update | Yes, with cheque scan | Yes, with cheque scan | Yes, with manual entry |
| Secure message inbox | Yes | Yes | Yes |
Pairing, recovery and the secure enclave
Pairing happens once. From inside the My Client Space security tab on the web, the customer chooses pair a mobile device, scans a QR code with the iA mobile app and completes the second-factor challenge. The app then stores a device-bound key inside the platform secure enclave (Apple Secure Enclave on iOS, Strongbox-backed Keystore on supported Android devices). Subsequent sign-ins use Face ID, Touch ID or fingerprint as the possession factor; the password is never re-entered on the device.
Revoking a paired device is one click from the same security tab. The revocation is immediate: the next time the app tries to sign in with the device-bound key, the authentication endpoint refuses the key and the customer is forced through a fresh full sign-in. A lost or stolen phone can therefore be defanged from any other browser within seconds, without needing to find a corporate IT team.
The advisor-side mobile workflow
Advisors use a separate mobile workflow accessed through the iA insurance advisor portal in a mobile browser. The mobile workflow is deliberately narrower than the desktop workbench. It supports quick quotes, case status look-ups, document capture for client requirements and a read-only commission dashboard. Heavy workflows like the full e-app and the contracting flow remain on the desktop where signatures and complex forms render reliably across thirty-plus pages.
The split exists because client meetings are increasingly mobile, but binding paperwork is not yet phone-friendly. An advisor in a coffee shop with a prospect can run a quote, capture a signed-pages photo for a paramedical requirement and check the case status on the way back to the office. The advisor still returns to a laptop for the e-app proper, which is where the carrier’s e-signature flow and the underwriting decision feed live in their full form.
Notification controls and digital fatigue
Push notifications are configurable per category. Premium-due reminders, statement-ready alerts, claim-status updates and secure-message replies each have an independent toggle. A customer who wants only billing reminders and nothing else can turn off the rest in three taps, which is the right default for anyone who values calmer phones over more notifications. Authoritative consumer guidance for managing digital communications from federally regulated financial institutions is published by the Financial Consumer Agency of Canada.
Pair via client space Security detail
Frequently asked questions
What does the iA mobile app actually do?
The iA mobile app is the phone-side companion to My Client Space. It supports biometric sign-in, push reminders for premium-due dates, e-statement delivery, claim photo upload for health and disability submissions, and a secure-message inbox for service questions. The home screen surfaces the household policy list with each policy opening to a detail view with coverage amount, premium, beneficiaries and recent payments. The app is not a thinned-down web view; it adds passive maintenance through push notifications and a camera-driven claims workflow that the website cannot match.
Is the app available on both iOS and Android?
Yes. The iA mobile app is published on both the Apple App Store and the Google Play Store. iOS support targets the latest two major releases; Android support targets API level twenty-six and above, which covers most devices shipped in the last several years. Tablet layouts are available on both platforms but the app is primarily designed for phone-sized screens. Customers on older or unrooted devices outside the supported envelope can fall back to the responsive web dashboard, which works on any modern mobile browser.
How does biometric sign-in work?
After pairing the device once via the web My Client Space security tab, the app stores a device-bound key inside the platform secure enclave. Subsequent sign-ins require Face ID, Touch ID or fingerprint as a possession factor; the password is never re-entered on the device. Revoking the device from the web ends biometric access immediately, which means a lost or stolen phone can be defanged from any other browser within seconds without needing to call a service line. The biometric data itself never leaves the phone’s secure enclave.
What does the advisor-side mobile workflow include?
Advisors use a separate mobile workflow accessed through the iA insurance advisor portal in a mobile browser. It supports quick quotes, case status look-ups, document capture for client requirements and a read-only commission dashboard. Heavy workflows like the e-app remain on the desktop where signatures and forms render reliably. The mobile workflow is deliberately narrower than the desktop workbench because binding paperwork is not yet phone-friendly, but it covers enough that an advisor in a coffee shop can keep the conversation moving without retreating to a laptop.
How customers describe the app
“The push reminder for the premium-due date saved me a returned-payment fee the month I switched banks. The app is the only insurer notification I have not turned off on my phone.” — Nicolas H. Ouellet · restaurant owner, Bistro Ouellet, Chicoutimi QC
For the underlying portal that the app pairs with, the My Client Space iA login reference covers the web-side feature map in full.