Life Insurance

Things you need to know

• How do I log in to the Quotation Extranet?

  If you have an agency with us, log in using your username and password.

  If you need help, email us at: ipp.agency@canadalife.co.uk

   

• How do I get an agency?

  If you’re a new adviser and you’d like to sell our individual protection products, you’ll need to register for an individual protection agency.

  Simply complete our agency request form and we’ll get back to you.

  If you need help, email us at: ipp.agency@canadalife.co.uk

   

• When can the start date be?

  You must choose the correct start date when submitting an application as we are unable to amend start dates. If you’re unsure on the date, you can leave the application in the system until you have confirmation.

  Our standard terms are available for 90 days and non-standard terms are available for 30 days. If you input a wrong start date, you’ll need to cancel the request and re-enter. To cancel, just send your request to IPPServicing@Canadalife.co.uk along with the client’s name and policy number.

• Where should I send my trust forms?

  You can find our trust forms in our document library. We’re unable to accept scanned copies of these forms, so the original trust form should be posted to our Potters Bar Office with a wet signature:

  Canada Life Limited

  Canada Life Place

  Potters Bar

  Hertfordshire

  EN6 5BA

• Where can I find my policy number?

  Your policy number will always be an 8-digit number, shown on the second email you would receive from Canada Life confirming the policy.

• How does our direct debit process work?

  If the customer’s preferred collection date is within 11 days of the policy start date, then the first direct debit payment will be taken from their bank account 14 days from the policy start date.

  If the preferred collection date is greater than 11 days after the policy start date, then the first direct debit payment will be taken on the chosen date.

• How will I be paid commission?

  Commission is paid weekly every Friday. When you set up an agency, you’ll receive a link to our commission IFA Zone, where you’ll need to register here to receive commission statements.

  You’ll then receive statements on a Wednesday, with cut off on 4pm Tuesday. The cut off period means that if you place business with us after 4pm, you will be paid the following week instead of the week of submission.

• What support services are available with Life Insurance?

  The Canada Life App

  Save money and receive discounts on everyday purchases, family days out and more with our rewards app.

  Bereavement Counselling

  You’ll get unlimited access to a 24-hour helpline and up to four face-to-face or structured telephone sessions with a qualified counsellor. Your spouse or partner can use this service if you have a joint life policy.

  Probate Helpline

  This helpline gives you access to experts specialising in family disputes, validity of wills, power of attorney and obtaining probate.

  Personal Nurse Service

  If you’re diagnosed with a serious illness, you and your family have access to long-term practical and emotional support over the phone with a qualified nurse.

  Second Medical Opinion

  We offer access to 20,000 UK consultants if you want an expert second opinion on diagnoses or treatments.