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.
Newsroom · Author
Christian Teixeira
President, Oneday TPA Inc. Christian is the co-founder and President of Oneday TPA Inc., the company behind Oneday Pro, Canada's fastest-growing simplified-issue life insurance platform. He has spent several years in the Canadian life insurance industry and is focused on using technology to remove friction from the insurance process and help advisors grow their businesses faster.
- No-medical-exam life insurance
- MGA operations
- Agent development
- Canadian insurance regulation
Articles
Written by Christian Teixeira
7 articles
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.
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.