Configure insurance data synchronization
      Back to home
      1. Laylah help center
      2. Data sources
      3. Configure insurance data synchronization

      Configure Canada Life source

      Find out how to easily synchronize your Canada Life insurance data with Laylah by following this quick and easy procedure.

      Laylah connects to Canada Life Workspace to synchronize your contacts’ insurance data.  Follow these steps to take advantage of Canada Life data synchronization.

      Configure Canada Life source

      Time: approx. Two minutes.

      What you need 

      RéseauRep is replaced by the Canada Life Workspace

      Laylah connects to the new Canada Life Workspace, which replaces RepNet and Your Key Connection, which will cease to operate in 2023.

      If you don't already have access to the Canada Life Workspace, check out this link to register: Goodbye RepNet - hello Workspace!

      Steps

      1. Click on the button Data in the main menu.
      2. Click on the option Add New Source and select Canada Life source.
      3. Select how you are associated with Canada Life.
        1. Advisor Solutions - Canada Life Career Network Advisors
        2. Managing General Agency - independent advisors
      4. Click on the Configure button and enter your account information:
          1. Enter a description: the description allows you to distinguish this configuration from that of your colleagues.
          2. Enter username: the email address to the Canada Life Workspace.
          3. Enter password: the password to the Canada Life Workspace.
          4. Security code: the security code sent by email if required.
      1. Click on Test credentials and wait for confirmation.

      Et voilà!

      Initial synchronization of all contacts is launched automatically.

      Contacts and their insurance contracts usually appear within an hour of configuration.  This may take longer if there are several hundred clients to synchronize.

      Useful tips for more efficient synchronization

      Access to firm data

      If one of your colleagues has access to Canada Life to view all the firm's contracts, we suggest that you configure his or her access to Canada Life Source to simplify your operations.

      Features of the Canada Life source

      Advisor access to the Canada Life Workspace allows us to retrieve Canada Life life, disability and critical illness insurance.  It also imports annual statements for certain types of insurance contract.

      Contact list import ✅
      Periodic import of new contacts ✅
      Insurance import ✅
      Investment import ❌
      Search by name ✅
      Search by policy number Under development
      Full initial synchronization
      Contacts and insurances      		 ✅

      Retrieve data from the advisor or the entire firm

      		 Advisor only

      Troubleshooting

      If the configuration fails

      If the configuration doesn't work, it's usually because the configuration information is wrong.

      You can test your connection information directly on the Canada Life Workspace via this URL: https://lifeco.my.site.com/workspace/

      Canada Life Workspace connection screen:

      Connexion Canada Vie En