Canada Life updates financial adviser portal

Canada Life has launched an updated version of its Home Finance Adviser Portal.

The enhancements to the portal, which is designed to give advisers more control over how they can support their clients, were made following feedback from the adviser community.

Canada Life said the changes 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.

The updated portal is now available to all advisers and those who were already registered will not need to re-register, Canada Life confirmed.

“After listening to feedback from our adviser community, we’ve invested in introducing improvements designed to enhance the adviser experience,” commented Canada Life head of marketing, insurance, Alice Watson.

“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.”

    Share Story:

Recent Stories


FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.


The UK housing market in 2024
The performance of the UK housing market in 2024 has largely exceeded many people's expectations, although challenges remain for first-time buyers due to house prices increasing and a testing rental market for many. Regional disparities, such as the North-South divide, also continue to influence housing accessibility and affordability for many buyers in pockets of the country.

Intergenerational lending
MoneyAge News Editor, Michael Griffiths, hosts Family Building Society BDMs, Amar Mashru and Arif Kara, to discuss intergenerational lending and explore ways that buyers can use family income to help increase their borrowing capacity when applying for a mortgage

Helping landlords make their cash work harder
MoneyAge Editor, Adam Cadle, talks to Family Building Society BDMs, Arif Kara and Nathan Waller, about the resilient BTL market, the wide variety of landlords that Family Building Society caters for, and how niche products like an Offset mortgage can help improve cashflow.