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Submitted by Brett on September 21, 2023 - 8:00am
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PDF version |  | | | | | Learn how you can get more with Canada Life! | Don’t miss the opportunity to get more with Canada Life with a bonus of $1,000 for 10 new life insurance cases or $2,000 for 15 new life insurance cases. The Canada Life insurance bonus will reward new business written between Sept. 5 and Feb. 29, 2024, and placed by April 30, 2024. Check out the full details.
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| | | | Start claims online and help clients in need | Since July 13, you’ve been able to start claims online for individual life insurance and wealth policies. So, what are advisors saying after they try the new online claim forms?
“The new online claim form saves me time, is clear and user friendly. More importantly, it gives the advisor the opportunity to take the lead and offer an additional vital service to families in need.”
– Tim Kelly, Advisor, CLU, CH, Forest City Financial Centre
You or your clients can start:
Of course, you and your clients can still call the Client Service Centre or send claim forms by mail, fax or email. Online claims simply expand your options. | | | | Get the most out of the web-based Canada Life Illustrations | Estate Transfer + and Corporate Estate Transfer + are now integrated within Canada Life Illustrations and we’re working on adding more. In the meantime, did you know that you can easily export illustration data to use with Excel-based sales strategies?
Use the Export data button (within the Illustration report tab) to get started.
This detailed job aid walks you through the steps. You can also reach out to your insurance sales partner for help.
Want to learn more? Access our FAQs for answers to common questions.
Questions or feedback? Contact illustration.support@canadalife.com. | | | | | | | |
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