Configure Manulife source

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

Laylah connects to Manulife Repsource to synchronize your contacts' insurance data.  Follow these steps to take advantage of Manulife data synchronization.

Configure Manulife source

Time: approx. Two minutes.

What you need

• An Advisor Manulife ID.
  • The email address of your Advisor Manulife ID.
  • The password of your Advisor Manulife ID.
• Access to the email address where the security code is sent to unlock your Advisor Manulife ID.

Steps

1. Click on the button Data in the main menu.
2. Click on the option Add New Source and select Manulife 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 username of your Advisor Manulife ID.
   3. Enter password: your password of your Advisor Manulife ID.
4. Click on Test credentials and wait for the security code request.
   1. Enter the Security code that Manulife sent you by email on your mobile device and click on Confirm.

Et voilà!

Useful tips for more efficient synchronization

Features of Manulife source

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