Services

Getting a Quote

There are two ways to obtain a quotation from Canada Life:

eQuotes
Intermediaries who are registered for CLASS can obtain an eQuote. The benefit bases available via CLASS offer many time and cost-saving advantages and are suitable for schemes where:

• there are between 3 to 100 lives to be covered;and
• there is a straightforward benefit basis.

eQuotes allows you to enter the quotation details and upload the data electronically. It also allows a registered user to produce different quote variations and to complete the on risk process with no manual input from our scheme underwriters.

To launch CLASS, please click here

Conventional Quotations
If a scheme does not meet the criteria for CLASS, you can request a quotation by emailing the data and quotation specification to our quotation mailbox groupquotes@canadalife.co.uk

In order to produce a full quotation which you can review and present to your client, we will require scheme design specifications such as the type and scope of cover to be provided, along with information regarding the prospective scheme membership.

Requirements
We require data to be submitted in an electronic format to enable us to process your request more quickly and accurately. Ideally, we would prefer you to use our electronic Quotation Request form. This form contains helpful notes and prompts, together with drop down options, to assist you in its completion. Alternatively, please forward full, totalled electronic data (in Excel format) containing the information categories detailed in our Data Requirements sheet.

Contact Details

If you have any queries please do not hesitate to contact us on 0845 223 8000.

Quotation requests should be emailed to: groupquotes@canadalife.co.uk

Fax: 0117 925 4490

Post: Scheme Underwriting, Canada Life Limited, 3 Rivergate, Temple Quay, Bristol BS1 6ER

Please note that membership data received by post or fax can only be accepted for up to 19 lives

Resources

Quotation Request Form – Excel Format

Data requirements

eProduct Comparison: Group Life Assurance

eProduct Comparison: Group Income Protection

eProduct Comparison: Group Critical Illness