Doing business with Canada Life - August 15, 2023
Submitted by Brett on August 15, 2023 - 3:49pm
Printer-friendly version
PDF version
|
 |
|
| |
Your business is unique. That’s why we’re committed to providing you with flexible, tailored support to help you navigate industry changes, assist your clients, grow your business and serve more Canadians.
This newsletter is your one-stop spot for the latest information on doing business with Canada Life. | Wondering what features and content are on Workspace? You’ll love this!
Check out this new resource to see what’s already available on Workspace and what’s coming soon. Check back regularly as we’ll continue to update the resource throughout the year.
Start using Workspace today! |
|
| | |  | Digital solutions |
| | | What’s new with My Canada Life- Clients can now see more policy details, including the investment funds allocation table for any segregated fund, on our new policy administration system. They can also now view the mix and performance of assets held within their segregated fund.
| | Questions about My Canada Life? Visit the quick reference guide for answers and learn how you can invite clients. | | | Workspace update: participating life insurance policy summaries
Now when you view participating life insurance policy details in Workspace, you’ll be able to export the details into a new tab you can save as a PDF report. On the policy details page, you’ll see an Export summary button.
The details in the summary will be the same as you see in Workspace, but in a print-friendly format. However, the following information will not be available:- We’ve removed the banking information to adhere to strict customer privacy guidelines.
- The underwriting class and risk rating have also been removed. This is because Workspace currently has no ability to determine, ahead of creating the report, whether the policy is jointly insured or individually.
| | Not using Workspace yet? Learn more and register today. |
| | |
|
