Manulife Financial | Repsource: Did you know?
Have you ever had an advisor indicate they were not aware when inforce notifications were sent to them on Repsource? Have there been times when notifications may have expired and been missed?
We can help! Did you know that advisors can receive a reminder email when they receive a notification on Repsource? Here’s how they can update their profile settings. It’s simple, quick and easy.
- Login to Repsource, select ‘Profile’ from the top banner and then select ‘Update profile’.
- From there, they’ll be taken to their personal profile settings with the following tab options:
- Under the ‘Personal information’ tab, they can update their email address in the ‘Email address’ field.
- Under ‘Account preferences’, select ‘Yes’ to be notified when they receive various inforce notifications. They can choose a daily or weekly reminder.
- Agree to the ‘Repsource user authorization’ and click save.
