Canada Life updates adviser portal

The enhancements have been made following feedback from the adviser community, and will help advisers to generate quotes, submit applications and track case progress both simply and quickly.

Features of the new portal include greater visibility for advisers over their options, the ability to filter products by a range of key features to help judge suitability, as well as smart search options and quick edit quotes. In addition to this, advisers will be able to access the portal on-the-go thanks to its mobile and tablet options.

The updated portal will be available to all advisers from today and those advisers who were already registered on Canada Life’s portal will not need to re-register.

Alice Watson, head of marketing at Canada Life, commented: “After listening to feedback from our adviser community, we’ve invested in introducing improvements designed to enhance the adviser experience. We’re thrilled to be able to launch these market-leading updates, which will provide advisers with a hassle-free user experience, giving them all the tools they need to help their clients find the best solution for their circumstances with ease.”