Welcome to your new digital platform! With advisor site, Your Key Connection and RepNet going away soon, Workspace will be your one-stop-shop to view your Canada Life business, make client edits, find forms, process guides, marketing resources and access other tools and resources – all from one place.
Canada Life employees don't need to register for Workspace. You can access the same content platform directly: Advisor Content Hub.
On this page:
- Training
- Register for Workspace
- You'll need your own RepNet ID
- Accessing Workspace
- Benefits of Workspace
- Join a Workspace overview session: Check out the Virtual Learning Academy for our facilitated Workspace offerings – choose a date and time that works for you
- Learn how to navigate Workspace with self-directed training.
You might think registering for Workspace takes time, but it only takes FIVE minutes!
To register for Workspace, just follow five simple steps:
- Enter your RepNet ID and RepNet password and click ‘Verify’. Don’t have a RepNet ID? Email Distribution_Methodology@canadalife.com to get one.
- If you’re an advisor, confirm your book of business by entering your advisor compensation or producer code for your Canada Life business associated with that RepNet ID
- Confirm your email and create a new password
- Accept the Workspace terms and conditions
- Go to your email address and click the ‘Verify now’ button in the email we’ve sent you
That’s it!
You’ll need a unique RepNet ID to register for Workspace. If you don’t have one, email Distribution Methodology.
Register today!Make sure you have your own, valid RepNet ID and know your password.
IMPORTANT: advisors and support team members can’t share a RepNet ID. You must all have your own, unique RepNet ID to register for Workspace.
- If you don’t have a RepNet ID, email Distribution Methodology to request one.
- If you already have a RepNet ID, log in here to ensure it’s valid.
- If after logging into RepNet you see your name in the top right of the screen, your RepNet ID is active and you’re ready to register for Workspace.
- If you see someone else’s name in the top right, it means you’re using someone else’s RepNet ID. Workspace will only allow one person to register per RepNet ID, so you need your own. Email Distribution Methodology to request one.
- If you have your own RepNet ID but can’t log in or have other technical issues, you have two options:
- Reset your password using the Forgot your password link located on the RepNet log in page.
- Contact the Canada Life service desk at 1-800-475-7001.
- Click here to register
- Optional: this getting started guide provides a walk-through of the registration and set-up process.
- If you need further assistance, email the Workspace support team or contact 1-800-475-7001.
- If you need further assistance, email the Workspace support team or contact 1-800-475-7001.
- Delegates: it could take up to two or three business days after you register for the Client list to be viewable.
- Save the Workspace login page to your favourites.
Workspace was created to make it easier to do business with Canada Life and it will fully replace the advisor sites RepNet advisor portal soon.
- Access consolidated individual insurance and wealth client information, as well as individual and corporate policy details, faster and easier.
- Customer relationship management (CRM) features to help manage relationships and interactions with your leads and clients.
- Receive product notifications to uncover new sales opportunities.
- Digitally update client information, such as name, address and marital status.
- A history of client edits submitted through Workspace will be listed in the Service Request tab.
- Easily access forms and other resources you need.
- Most advisor site RepNet content should be available through Workspace later this year. In the meantime, you might need to visit advisor site RepNet for some things.
- Submit digital forms directly to Canada Life.
- Quick access to the New Business dashboard to start or manage insurance applications including SimpleProtect.
- Access other tools and platforms, including Canada Life illustrations, the web-based insurance illustrations tool, easily without having to log in again.
- You’ll be able to prepare term and participating life insurance illustrations, including My Par Gift, as well as critical illness and a few of our most popular sales strategies. We’ll continue to add more products and sales strategies.
- You’ll be able to prepare term and participating life insurance illustrations, including My Par Gift, critical illness, as well as in force par policies issued after Jan.1, 2017 and a few of our most popular sales strategies. We’ll continue to add more products and sales strategies.
Canada Life and design and SimpleProtect are trademarks of The Canada Life Assurance Company.