- For contracted advisors
- Quotes in seconds
- Paid every Monday
Your whole book, on one screen.
Quote, illustrate, apply, track and get paid from one platform built around how advisors actually work. No second portals, no email chains, and no calling anyone to find out where a case sits.
Know where every case stands,
without picking up the phone.
Underwriting, in-force, at-risk and lapsed counts on one screen, updated the moment anything changes. No calling anyone to ask where a case sits.
Missed payments and cancellation requests surface with the reason and the days left, so you can save the policy before it lapses.
Live pricing across every Open Series tier the client qualifies for, on an illustration with your name, email and phone. Email it, save it or download the PDF.
Every policy, rate, amount and status: Paid, Pending, Processing or Adjusted. Updated live, filterable, and exportable to Excel in one click.
The whole sale, in one place.
Quote
Personalized quotes in seconds, emailed to your client with your contact info front and centre. Rates across all four tiers in one view.
Illustrate
A branded illustration with your name on every page, dated, referenced and valid for 30 days.
Apply
A simple Yes or No questionnaire and e-signature. Applications take less than 20 minutes.
Track
Real-time status on every application, with a notification the moment a decision lands.
Get paid
Commission paid every Monday by direct deposit, visible in your dashboard the whole way.
Paid every Monday.
No weekly PDFs, no forty-page statements, no calling your MGA to ask where the money is.
- Weekly direct deposit in Canadian dollars, the Monday after first premium
- Live, in real time: the moment a payment clears or a status changes, you see it
- Filter and search by policy, client, product, status or date
- Export to Excel in one click, for your accountant or your own models
The small things that
add up to more placed cases.
Pay on Approval
Draw the first premium the moment a policy is approved, or set a future date for clients who need time.
Read moreAlternate offers
When a case can't be approved as submitted, reprice live, send for e-signature and it auto-issues when your client signs.
Read moreCompliance in the flow
Needs analysis, advisor disclosure and reason-why letters, pre-filled from the application. Optional, if you have your own process.
Read moreMy Staff for MGAs & AGAs
Give finance and customer-service staff their own read-only logins, scoped to your downline.
Read moreOn WinQuote
Quote Oneday alongside other carriers inside WinQuote, Canada's leading quoting software.
Read moreI came from a carrier where I tracked cases in a spreadsheet. Now I just open the dashboard.
Who can use Oneday Pro?
Contracted Oneday advisors, plus the finance and service staff their MGA or AGA adds through My Staff. Get contracted and you get access to the platform and the Open Series.
Do I need to change how I work?
No. Quote in Oneday Pro or through WinQuote, and use the compliance step only if you want it. It's there for advisors who don't have their own process yet.
How fast is quoting?
Seconds. Enter your client’s basic details, choose coverage and term, and send. Your client gets an email with pricing and your contact information.
When do I get paid?
Commission is paid every Monday by direct deposit, in Canadian dollars. You can see every paid, pending and processing amount in real time and export it to Excel.
Can my staff use it?
Yes. MGAs and AGAs can create finance and customer-service accounts from the My Staff page. Access is read-only and scoped to your downline.
Run your book like a tech company.
Get contracted for access to Oneday Pro and all four Open Series tiers.
- 01Apply5 minutes, no obligation
- 02Contract & onboardAbout 7 days
- 03Log inYour first quote in seconds
