Original version: New Repsource
New Repsource
Focused on your business
A new Repsource will go live across Canada on April 30.
Manulife has undertaken a major redesign of Repsource to meet your growing business needs. You told us information was difficult to find and to get to it there were too many clicks. We listened and have made changes that include improving the search capability, removing clutter and reorganizing information so that it’s easier to find what you’re looking for.
Sign up for training today
When the new Repsource website goes live on April 30, the present site will no longer be available. Be prepared to use the new features and understand the site’s many enhancements by signing up for a one-hour Webex training session today.
Log on to Repsource to register for your training session.
How to get ready for new Repsource
Exciting new features
How to get ready for new Repsource
Here are some things to do to prepare for the launch of new Repsource.
Take a training session
When the new Repsource website goes live on April 30, the present site will no longer be available. To help Repsource users understand the new features and the site’s many enhancements, Manulife is offering a number of a one-hour Webex training sessions.
Log on to Repsource to register for your training session.
Register for Repsource to get your business forms
One of the biggest changes to Repsource is that business forms will only be available when you login.
On the public side of the site, you will continue to find helpful marketing and sales support information, such as product and client brochures, tool kits and sales concepts.
You have access to this same information when you login to Repsource plus access all the forms and marketing materials you need to conduct transactional and non-transactional business. Before April 30, please ensure you have an active Repsource username and password.
Remember your username and password
The first time you log on to Repsource, you will be prompted to enter both your username and password. You can then save your username and it will be there the next time you logon.
Your previously saved links to Repsource will be broken
When the new version of Repsource goes live, all links you have bookmarked or posted on your website for the present version of Repsource will be broken. When you first log on to new Repsource, you can bookmark your favourite web pages and save forms and marketing materials to your home page.
Exciting new Repsource features
Among the many enhancements to the website, four are generating the most excitement.
Saving favourites
Instead of constantly searching Repsource for the information you refer to most, you can bookmark your favourite web pages and save the forms and marketing materials you use every day right on your Repsource home page.
Your Manulife business
In the middle of the home page is the My Business section that gives advisors quick, at-a-glance access to key aspects of their Manulife business such as inbox communications, statements and notifications, recognition and education credits, and their online compensation information.
My Clients
The best features from Insight and Infodirect are now combined under My Clients. This provides one convenient access point to all the information, inquiry and reporting tools users rely on daily.
News
Reorganized by line of business, it’s easier to find new information from the Bank, Group, Insurance, Investments and the Dealership.
