Think about how many times you’ve had to pause mid-conversation to double-check a product guide, eligibility rule, or underwriting note.
Advisors move fast, but product details can slow you down.
Now there’s a way to keep your momentum and get instant clarity.
Introducing Owen from Oneday
Developed entirely in-house, Owen is an AI assistant designed specifically to support life insurance advisors in Canada.
It lives right inside Oneday Pro, helping you understand product fit, eligibility, and coverage options in seconds. No memorizing rules. No flipping through guides. No waiting for manual feedback.
Here’s how it works:
- Ask a question. Type any client scenario directly in Oneday Pro.
- Get instant guidance. Owen uses Oneday’s real product logic and underwriting outcomes to show you what applies.
- Refine and compare. See how health or lifestyle factors could change eligibility, before you even start an application.
Why Owen Matters for Advisors
This isn’t about replacing your expertise. It’s about removing friction.
- Clarity, instantly. Understand how Oneday products fit your client’s situation, without second-guessing.
- Built for advisors. Owen helps you focus on conversations, not paperwork.
- Private and secure. It runs entirely inside the advisor environment, never collecting identifiable client data.
- Made by Oneday. Developed by our own engineering and product teams to work seamlessly within Oneday Pro.
From Friction to Focus
“Advisors shouldn’t have to be underwriters or product encyclopedias,” says Josh Teixeira, CEO and Co-Founder of Oneday. “Owen gives them the power to instantly understand how our products apply to a client’s situation, so they can focus on the conversation, not the paperwork.”
Built directly into Oneday Pro, Owen isn’t an add-on or a chatbot. It’s an integrated assistant that uses real underwriting logic to guide every advisor interaction.
It’s a natural extension of your workflow, helping every conversation start clearer, move faster, and end with confidence.
Experience Owen in Oneday Pro
Discover how Owen can help simplify your day-to-day and bring clarity to every client conversation.
The future of advising starts now.
Less friction. More clarity. Real confidence.
That’s the Oneday Pro way.
