Update — May 4, 2026: The Open Series is now publicly live. Read the launch announcement →
I want to give you a heads up before this lands publicly next week.
On Friday, May 1, 2026, our contracted advisors get early access to the Open Series, a new product line we’ve been quietly building for the last several months. The public press release goes out the following Monday, May 4. You’re hearing about it from us first, on purpose.
Josh has been writing to advisors directly about why we built this. I want to talk about something different: what it actually looks like on the ground, and why this isn’t just a product launch.
The case that started this
Every advisor has a version of this story. A client walks in. They’re stable, they’re managing something well, and they want coverage. Maybe it’s diabetes. Maybe it’s blood pressure. Maybe it’s a cancer history that’s been clear for years.
You write the case. You wait. The answer comes back: postponed, declined, or rated up so heavily that the conversation is over.
Across the industry, that’s a “no.” For us, sitting on the operations side of the business, it’s been an unsolved problem for too long. We watch good cases die in underwriting every single week, and the families behind them simply go uninsured. After several years in this industry, I can tell you with confidence that this is the single biggest gap in the Canadian middle market.
The Open Series was built specifically to close it.
What I can share today
I’m going to keep the product detail tight, because our contracted advisors deserve to be the first to see the full guide. But here’s the high-level shape of it:
- A tiered system. One simplified-issue questionnaire places each client into the best tier they qualify for. No guesswork, no resubmissions.
- Engineered to be competitive, not just available. A lot of products in this space technically cover harder cases. The Open Series is built to actually win the case on price and speed.
- Underwritten by Humania Assurance Inc., with the contractual protections and policy wordings you’d expect from a major Canadian carrier.
- Instant decisions, running on the same digital flow you already know from Oneday Pro.
I’ll say this plainly: this will be one of the best and most competitive simplified-issue products in the Canadian market. That’s not a marketing line. It’s the product we set out to build, and it’s the one we’re shipping.
Full tier breakdown, coverage caps, term options, and the qualification questionnaire all unlock for contracted advisors on Friday, May 1.
This isn’t only a product launch
Here’s the part that doesn’t usually fit in a product announcement, but matters more than the announcement itself.
Alongside the Open Series, we’re shipping a fully redesigned policy administration system. Rebuilt from the ground up, focused on speed, and paired with a deep set of new tools and resources we’ve been quietly putting in front of advisors for feedback over the past few months.
A new product on a new admin platform, with new tooling, all going live in the same window. That’s not an accident. The Open Series is the kind of product that only works if the operations behind it actually keep up. So we rebuilt the operations alongside it.
For you, what that means in practice:
- Faster placements moving through the back-end, not just the front-end.
- Better visibility into where every case sits, in real time.
- New advisor resources that genuinely cut down the time between conversation and commission.
I’m more excited about this combination than I’ve been about any single launch we’ve done.
The launch timeline
The three day gap between advisor early access and the public release is deliberate. It gives our contracted advisors a full weekend to:
- Review the product in Oneday Pro before clients start asking about it.
- Run quotes through the platform and see where it lands competitively.
- Pre-screen the clients you already know need this, the ones you’ve quietly been sending elsewhere or losing entirely.
By the time the press release goes wide on Monday, May 4, you’ll already be writing business.
How to be ready
If you’re already a contracted Oneday advisor, your access opens automatically on May 1. Log into Oneday Pro that morning and you’ll see it.
If you’re not yet contracted with us and want to be ready to write Open Series business on day one, we’re prioritizing onboarding this week. Start your contract here.
More on May 1.
Christian
