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Untitled 1 We’re committed to providing regular updates on what’s new and what’s changing with New Business Now. Here’s what you need to know for the week of Aug. 11
Need-to-know
Interac® payments: only accepted at some financial institutions
Online Interac payments through New Business Now can only be made using these financial institutions who have agreed to Interac’s online terms and conditions: • RBC Royal Bank • TD Canada Trust • BMO Bank of Montreal | • Scotiabank • Libro Credit Union • Envision Financial |
You’ll get the message Payment not processed if a client tries to use any other financial institution. To resolve this issue, hit the "back" button on screen and choose another method of payment.
Planned system outages
Since New Business Now runs through Canada Life RepNet™ the system won’t be available if the site is down. Each week, the sites are shut down at regularly scheduled times if system maintenance is required, meaning New Business Now may also not be available during the following times:
• 11 p.m. Tuesday to 4 a.m. Wednesday (ET)
• 11 p.m. Friday to 4 a.m. Saturday (ET)
• 6 p.m. Sunday to 1 a.m. Monday (ET)
If you have a client appointment around these times, the site outage schedule will be posted on the login screen of RepNet.
New number for customer interviews
For all new and pending customer interviews, use the new Keyfacts toll-free number.
• English 1-877-217-1518
• French 1-866-689-1210
Pipeline
Email addresses with special characters now accepted
If you have a hyphen or other non-letter/number characters in your email address the New Business Now system will now accept the email address. Set your preferences and receive application status updates today.
Quick tip
Cross-sell option selected? Don’t delete pending apps
If you:
• Choose cross sell offers through advisor settings
• Start an application, but save and close partway through
When you reopen New Business Now, you’ll see two applications under your "pending applications" list. That’s because New Business Now creates a cross-sell application automatically, alongside the main application. Don’t delete either application. If you do, you’ll erase both and have to start over. Once you click Save and Next on the decision screen this extra app will disappear (if a cross-sell opportunity isn’t offered).
Canada Life and design are trademarks of The Canada Life Assurance Company.
