Level up your lead generation

Your focus is on growing your practice and building relationships with clients. That’s why we've launched DOX – a free, self-serve website where you can easily download and personalize marketing materials with your contact information, headshot and logo, including brochures, social media images and postcards.​

Spend more time growing your business. These compliant materials are a great way to start sharing your story, and we’ll be adding new content regularly to keep your clients engaged with you on topics that start conversations. It's just-in-time marketing!​

Benefits of DOX

  • It's free!
  • Marketing materials with options to have your contact information, headshot and logo on them
  • Great conversations starters including advertisements, seminar flyers, ballots and social media images 
  • Share these materials on your website, social media, email them to clients or send them to your printer 
  • All materials in DOX are pre-approved, meaning you don’t need to send your final pieces to us for approval
  • Mobile friendly platform
  • A process that would have taken days now only takes a matter of minutes giving you more time to focus on your clients
  • If you're a Canada Life advisor, when you’re ready to self-brand, we can easily switch you over to our self-branded DOX site. We just need your brand name and logo
  • Whether you're Canada Life or self-branded, you have access to the same materials on DOX - they're just branded differently
     

 

Hootsuite and DOX demonstration

Sharing content and marketing materials to your prospects and clients is one of the best ways to build your brand. In this session we will take you through the features of the Hootsuite (00:00 - 13:15) and DOX (13:15 - 24:35) platforms. We will be providing a live demonstration of account setup, profile linking, as well as post creation and scheduling. Afterwards you will be able to set up your accounts and begin sharing your content and materials to prospects and clients.

 

Signing up

If you’re a Canada Life branded advisor, you’re DOX account is already set up as part of the Canada Life Digital Toolkit program. Self-branded advisors must fill out the Field Marketing intake form to complete their DOX set up and within a few days, you’ll receive an email from Field Marketing with your login credentials. 

To learn more, visit the page that best identifies your brand status: 

 

Canada Life advisors        Self-branded advisors        Freedom 55 Financial advisors

Canada Life samples

Take a look at what you can get in DOX as a Canada Life Foundations advisor.

Quarter page ad

Postcard


Social media image

Self-branded samples

Take a look at what you can get in DOX as a self-branded advisor or firm, including our brand in a box materials for those who have recently transitioned their brand.

Quarter page ad

 

Letterhead

Postcard


 

Business card

Social media image

 

 


Transition ad