Questions?
 

Contact Field Marketing with questions about Digital Agent, Hootsuite and DOX. You can also visit the Field Marketing home page to learn more about the support and services we provide, and for additional information and resources on our services.
 

Did you sign up for other tools as part of the Canada Life Digital Toolkit? Refer to the following areas for further assistance:

Tool/service

Contact

Goals-based planning 

Workspace Support   

PortfolioINSIGHTS™ 

Quadrus Securities 

Questions about Canada Life Digital Toolkit

Contact your aligned field leader or Technology Support Partner (TSP)

Billing issues

Workspace Support  

Tech support – issues with the tools you’ve signed up for

Service Desk at 1-800-459-5141 or your Technology Solutions Partner

 

Not sure who to contact?

Here are some common scenarios, and who you can reach out to for support.
 

1. I want to provide feedback on the Digital Toolkit and its tools, or I’ve encountered something frustrating, and want to raise this up.

Talk to your field leader (Regional Account Executive – RAE or Business Development Advisor – BDA). They can help answer questions and escalate your feedback to the appropriate person or team.

 

2. I was removed from one of the Digital Toolkit tools, but shouldn’t have been. How do I get added back onto the tool?

Contact the Workspace Support team at workspacesupport@canadalife.com. They’ll open a ticket to help investigate the issue and correct were needed.

 

3. I just realized I didn’t enrol in a tool that I want. How do I enrol now?

Fill out and submit a new enrolment form to gain access to the tool(s) you would like to enrol in. Opt-in to the tool(s) you would like to have added and those you would like to maintain access to.

 

4. I want to un-enrol from my Canada Life Digital Toolkit tools because I’ve joined a firm, I’m resigning (discontinuing my sales contract with Canada Life), or I’m within the Digital Toolkit re-enrolment period (May of each year). How do I do this?

Fill out and submit a new enrolment form to gain or remove access to the tool(s) you would like to enroll in. Opt-in to the tool(s) you would like to have added and those you would like to maintain access to. Opt-out of the tool(s) you would like to have removed.

 

5. I want to un-enrol from my Canada Life Digital Toolkit tools but don’t fit into any of the situations listed in question four. How do I do this?

Contact the Workspace Support team at workspacesupport@canadalife.com. They’ll open a ticket to assess your request for un-enrolment.