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.”

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