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Configure Equitable Life source

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

Laylah connects to the Equitable Life EquiNet to synchronize your contacts' insurance data. Follow these steps to take advantage of Equitable Life data synchronization.

Configure Equitable Life source

Time: approx. 2 minutes

What you need

Steps

  1. Click on the button Data in the top horizontal menu.
  2. Click on the option Add New Source and select Equitable source.
  3. 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 or username to EquiNet.
    3. Enter password: the password to EquiNet.
  4. 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 Equitable Life to view all the firm's contracts, we suggest that you configure his or her access to Equitable Life Source to simplify your operations.

    Features of Equitable Life source

    Advisor access to EquiNet allows us to retrieve Equitable 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 ✅
    Full initial synchronization
    Contacts and insurances    		 ✅
    Automatic document import ✅

    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 EquiNet via this URL: https://advisor.equitable.ca/advisor/en

    EquiNet connection screen:

    Connection Equitable - EN