Existing users

Call us today on 0800 6529705

Application Services

Tele-Interview

Tele-underwriting made simple.  Our direct to insurer tele-interviewing service handles the submission promptly and professionally. You can select a suitable time for us to call your client or simply transfer the client straight to us.  Once a call is booked, we confirm what information will be required and use fully trained, audited and dedicated staff to complete the application. What’s more we record all calls and take the risk of any non-disclosure away from you and your business.

Apply Online

Through LifeQuote, you can also benefit from our FastTrack system which gives you and your clients a simple and fast 'Apply Online' option. This can be completed within minutes of the sale by either filling out the insurers’ application there and then or sending and email link to the client so they can complete the application in their own time. Our dedicated team will then transfer the information onto the insurers underwriting system and contact the client for collect any missing information. 

Sales And Premier Admin

    • You and your clients receive an e-mail confirming next steps

    • We will make a short call to your clients to confirm the booking you have made for them or obtain any missing information

    • We will complete the Express Underwriting call and submit the application to the insurer, using specifically trained staff, skilled in completing the application in a professional and timely manner.

    • We record all calls and take the risk of any non-disclosure away from you and your business

    • The quote, online application, key features document and acceptance terms will be available to view and download on case tracking

    • We contact your client by telephone, text, email and post to keep them updated on their application whilst also keeping you constantly informed of progress too, logging all activity on Case Tracking

    • We will take care of chasing the insurer, GP reports (if necessary) and your client until the application has been submitted and keep you updated

    • Your designated Administrator will tailor the service we provide to your requirements. They will update and support you and your client throughout the whole process.

    • Once on risk, commission is usually paid within two weeks

We’re part of your team

NB: If you prefer to complete your applications in person and do not have online access when visiting your clients, we store all the providers paper data-capture forms in the stationery cupboard within the LifeQuote Portal.