The Home Finance Adviser Portal helps advisers generate quotes, submit applications and track case progress.
The portal has been optimized for mobile and tablet access.
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.
Alice Watson, head of marketing, insurance, at 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.”
The new portal is available to all advisers from today.
From Financial Planning Jobs. For more click on any job.
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Private Client Director - Remote - £65k
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IFA Administrator - Bedford - £25k-£30k
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Financial Adviser - Cardiff - OTE £80k
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