Hugh Moncrieff, Executive Vice-President, Advisory Network and Industry Affairs on market trends |
- Visit LinkedIn to see Hugh's commentary on how market trends impact you and our organization.
- Hugh shares that with low interest rates, changing consumer demographics and expectations and a demand for digital experiences, we'll all need to adapt our business to ensure future success
- Join the discussion!
|
New business system – Delegate access functionality changed and advisor code field added |
- We've made some security changes within the new business system to correct access issues; access to applications is now driven by the advisor code instead of the user ID (portal ID)
- We've added a new field (producer advisor code) to the new business system which controls access to draft applications
|
Your resource for conducting business digitally |
- We've moved to a much more virtual and digital way of connecting with clients and conducting business, as a result of COVID-19
- This is your source for everything you need to continue to conduct business in a virtual environment while also giving you updates to processes as our communities continue to reopen
- Resources include news such as paramedical process updates, digital business guides, frequently asked questions, tips on connecting with clients virtually and recordings of every This week with Canada Life call
|
