Canada Life announces API link with Air Sourcing
First Partner to Integrate the API link to the Canada Life Adviser portal
Air Sourcing is the first launch partner to integrate an API link which allows advisers to view Canada Life’s live rates as well as being able to create KFI’s all within Air Sourcing. In practical terms, this will mean advisers’ inputted data will move seamlessly from one programme allowing advisers to devote more time to engaging with clients.
All client data captured through the sourcing and KFI journey will be automatically transferred when advisers click through, eliminating the need to rekey any previously inputted data, drastically reduce the processing time for each stage of a case. It also provides a safer solution to sending applications via email or post.
To access the new link, Air Sourcing members will need to check their account is linked to a Canada Life Adviser Portal account or register for a new one.
Mike Taylor, Managing Director at Air, comments:
“At Air, we are constantly looking for ways to help advisers through the use of technology, whether that is when making an application via Air Sourcing or keeping their knowledge up to date through our updated Air Academy.
“This latest integration with Canada Life will help to significantly reduce application processing time by removing the need to rekey data and provide a smoother journey for advisers and their clients.
“This update is part of our ongoing commitment to developing a new digital journey for lifetime mortgages that better supports advisers and their clients. We are dedicated to delivering the best tools, support and technology available.”
Sadna Zaman, Proposition Development Manager at Canada Life, said:
“With a market that is constantly changing and evolving, we know that time is of the essence, so we are delighted to be working with Air Sourcing to provide the first API link to our adviser portal.
“This link will save processing time and provide advisers with more opportunity to focus on ensuring that other aspects of the application work as smoothly as possible. This is a great step forward for the market and the advisers we support.”