Agent Resources
Request Policy Changes in a Few Clicks, Right in Oneday Pro
Change a client's address, beneficiary or bank account from the Oneday Pro portal. Your client signs by email, and our team puts the change on the policy.
Oneday Newsroom
Insights, updates, and news for life insurance advisors.
Product launches, advisor strategy, industry analysis, and company announcements. Written by licensed professionals for advisors who sell smarter.
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- Latest: Oct 29, 2026
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Latest from the Oneday team
18 articles
Request Policy Changes in a Few Clicks, Right in Oneday Pro
Change a client's address, beneficiary or bank account from the Oneday Pro portal. Your client signs by email, and our team puts the change on the policy.
CRM Webhooks: Every Lead You Buy, Straight to Your CRM
Connect GoHighLevel, Ringy, Zapier or any CRM to the Oneday Pro Lead Center in a few minutes. Every lead you buy lands in your CRM within seconds.
Live Leads: Verified Real-Time Leads, Now in the Lead Center
Live Leads are in the Oneday Pro Lead Center: phone-verified, exclusive leads from vetted partners, streamed to you the moment they're generated.
Branded Checkout Links: E-Commerce Life Insurance for Advisors
Generate a branded checkout link in Oneday Pro, share it or run ads to it, and see where every client drops off. The funnel keeps getting better on its own.
The Lead Marketplace: Life Insurance Leads, Live in Oneday Pro
The Lead Marketplace is live in Oneday Pro. Buy life insurance leads in Canada, work them in a built-in Lite CRM, and convert them, all in one platform.
Four Oneday Pro Updates That Get Clients Covered Faster
Stack Your Term, alternate offers, My Staff accounts, and saved advisor disclosure are live in Oneday Pro. Here's what each one changes for Canadian advisors.
Branded Illustrations: Send Client-Ready Quotes in One Click
Generate branded life insurance illustrations with your name, contact info, and advisor code on every page, then email the PDF to your client from Oneday Pro.
Open Series: Built for People With Pre-Existing Conditions in Canada
The Open Series is live across Canada: a simplified-issue product built for people with pre-existing conditions. For advisors. Get contracted today.
Sneak Peek: The Open Series Launches May 1
A first look at Oneday's new Open Series, built for clients with pre-existing conditions. Advisor early access opens May 1, three days before public launch.
Built for Speed: The Old Way of Selling Is Quietly Dying
Top producers don't work more, they move faster. Remove friction, speed up commissions, and discover how velocity transforms modern insurance sales.
Compliance Without Slowing You Down
Complete mandatory client file requirements inside the same advisory workflow. No extra tabs, no admin drag, no momentum lost.
Life Insurance Advisors: Ending the Year Grateful
Oneday Pro reflects on supporting life insurance advisors with tools that reduce friction and enable confident client conversations in an evolving industry.
Life Insurance Agents: Send Quotes in Seconds
Oneday Pro launches instant quoting, enabling life insurance agents to send personalized quotes within seconds to boost sales momentum and win more deals.
Commission Reports That Finally Make Sense
Stop hunting through weekly PDFs. See every placement, payment, and pending commission live, and export to Excel whenever you need.
The Middle Market: Canada's Biggest Missed Opportunity
Canadian insurance agents overlook the middle market, leaving families underinsured. Oneday Pro enables profitable term sales at scale through digital tools.
More Visibility, More Trust: Oneday Pro Joins WinQuote
Oneday integrates with WinQuote to expand broker access to competitive life insurance quotes and strengthen presence in Canada's leading quoting platform.
How Neil Reached 100 Applications With Oneday Pro
Agent Neil reaches 100 applications using Oneday Pro's streamlined platform, transforming his workflow and protecting more Canadian families.
Faster Placements, Faster Paydays: Pay on Approval
Oneday Pro launches Pay on Approval, allowing agents to collect premiums immediately upon policy approval or set future dates for client flexibility.
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