Workspace is your one-stop-shop to view your Canada Life business. You’ll be able to service and support your clients, find forms, process guides, and access to other tools and resources.
Accessing Workspace
If you’re already a Workspace user
- You don’t need to register again for another Workspace account.
- Sign in to your existing account and connect your new accounts following the on-screen instructions.
- Save the Workspace sign-in page to your favourites.
- Need help? Learn how to connect your Workspace accounts
If you’re new to Workspace
- You must register with the same email address your registration information was sent to.
- Need help? Learn how to register.
- Access consolidated individual insurance and wealth client information, as well as individual and corporate policy details, faster and easier.
- Review policy details, and digitally update client information, such as name, address and marital status.
- Get exclusive access to our Digital Segregated Fund Application – a more streamlined way of doing segregated fund business with Canada Life.
- Receive product news and updates to uncover new sales opportunities.
- Submit digital forms directly to Canada Life
- Quick access to insurance tools like Canada Life Illustrations, SimpleProtect™ and many more and without having to sign in again.
- Easily access forms and other product resources you need.
- Workspace brings together client information, tools, forms, and resources in one place
- Advisors can view client policies, update client details, and access tools from a central location
- Access consolidated insurance and wealth client information and policy details
- Update client information (e.g., name, address, marital status) digitally
- In-force client report available to view active clients and associated policies
- Product details, policy summaries, and requirements available across Canada Life, Great-West Life, and London Life products (where applicable)
- Wealth products (e.g., segregated funds, GIO/DIO) include product details and summaries where supported
- Portfolio summary provides a high-level view of client insurance and wealth holdings
- Reports can be previewed, printed, or saved as PDF
- Access to forms, process guides, marketing materials, tax and estate planning resources, and fund information
- Access to core business tools (e.g., insurance illustrations, digital applications) from Workspace
Available through the Workspace “More” section:
- Compliance and compensation resources
- Technology downloads
- CE Centre (The Learning Centre)
- News and updates
- Address and name changes can be completed directly within Workspace
Select the link to access your support guides:
- Workspace training resources – how to navigate Workspace
- Welcome to Workspace – training video