Monday, December 5, 2022
HomeBusinessFinancial PlanningCanada Life launches adviser portal

Canada Life launches adviser portal

Canada Life has launched a brand new mobile-friendly portal for monetary advisers.

The Dwelling Finance Adviser Portal helps advisers generate quotes, submit functions and monitor case progress.

The portal has been optimized for cellular and pill entry.

Options of the brand new portal embody larger visibility for advisers over their choices, the power to filter merchandise by a spread of key options to assist choose suitability, in addition to good search choices and fast edit quotes.

Alice Watson, head of selling, insurance coverage, at Canada Life, mentioned: “After listening to suggestions from our adviser group, we’ve invested in introducing enhancements designed to reinforce the adviser expertise. We’re thrilled to have the ability to launch these market-leading updates, which can present advisers with a hassle-free consumer expertise, giving all of them the instruments they should assist their purchasers discover the perfect answer for his or her circumstances with ease.”

The brand new portal is offered to all advisers from right this moment.






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