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;
• there is a straightforward benefit basis; and
• there are a maximum of 2 categories of membership.

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.

Additional Services for Group Income Protection Schemes

Employee Assistance Programme
If you are requesting a Group Income Protection quotation for a scheme of 5 - 500 lives, we will also issue an Employee Assistance Programme (EAP) illustration. The EAP must be available to all employees of the employer, even those who are not members of the Group Income Protection scheme, so please confirm the actual number of employees. This is particularly important where the eligibility of the scheme is restricted to one or more categories of membership, e.g. pension scheme members. For more information on the EAP offered by Canada Life, click here.

Absence Management Programme
An Absence Management Programme (AMP) will be offered to existing clients as an extension of their Group Income Protection scheme, as well as to New Business clients as an optional element of a new scheme. For more information on the AMP offered by Canada Life, click here.

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

Resources

Quotation Request Form – Excel Format
eProduct Comparison: Group Life Assurance GRP433 - 1007R
eProduct Comparison: Group Income Protection GRP434 – 508R
eProduct Comparison: Group Critical Illness GRP435 – 707R