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.

Today, Oneday distributors can sell life insurance online, e-commerce style, under their own brand.

With branded checkout links in Oneday Pro, you generate your own link, add your logo and contact information, and share it with your clients. They quote, apply, and buy online through a buying experience with your name on it. You can see every step as it happens.

It’s the kind of technology that usually takes years and tens of millions of dollars to build. Now it’s part of Oneday Pro.

What’s new

From inside Oneday Pro, you can:

  1. Generate your link. Create a checkout link tied to your advisor account.
  2. Brand it. Add your logo and contact information so the whole buying experience looks like it comes from you.
  3. Put it to work. Send it to clients by email or text, add it to your website, or run paid traffic straight to it.

Send your branded checkout link however you like: email, text, or embedded on your own website

Every sale that comes through your link is yours.

Branded checkout links work like a real online store, and you can see what happens after the click. In Oneday Pro, you can see:

  • Who started the buying journey through your link
  • How far each client got before they stopped
  • Where clients drop off, so you know exactly who needs a call and what’s holding them back

The My Branded Link funnel view in Oneday Pro: who started, who submitted, who was approved, and where each client dropped off

A client who stopped halfway through the application is one of the warmest leads you’ll ever have. Now you’ll know who they are.

Built for distributors

To our knowledge, Oneday is the first life insurance product provider in Canada to give this kind of technology to its distributors.

What your client sees: your name, your photo, and your number on every screen of the application

Oneday also sells to consumers directly, and we built both on the same platform. That was a deliberate choice: every improvement we make to our own funnel is applied to yours at the same time.

A funnel that gets better every week

Running our own consumer funnel teaches us a lot: which questions confuse people, which screens slow them down, and which changes get more applications to the finish line. When we find something that works, we ship it.

Because your branded link runs on the same technology, those improvements show up in your funnel automatically. You get the benefit of our testing, our ad spend, and our consumer data without paying for any of it.

A solo advisor or small agency couldn’t easily run that kind of testing alone. With branded checkout links, you don’t have to.

Who it’s for

  • Advisors with a book of business who want to send clients a simple way to buy without booking a meeting
  • Agencies and MGAs that want to add online sales to their websites
  • Marketers and lead generators who want to run paid traffic to a funnel that’s already built, tested, and improving

Available now

Branded checkout links are live in Oneday Pro today. If you’re a contracted Oneday advisor, log into Oneday Pro to generate your first link.

Not contracted yet? We’re onboarding Canadian life insurance advisors right now.

Get Contracted

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Written by
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.