Canada Life has launched its updated Home Finance Adviser Portal, designed to give advisers more control over how they can support their clients.
The changes have been made following feedback from the adviser community, and have been designed to help advisers to generate quotes, submit applications and track case progress 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, advisers will be able to access the portal via mobile and tablet.
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, insurance, Canada Life, said: “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.”
