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Introduction

We’re keen to help you embed LifeQuote into your core business processes as quickly and efficiently as possible. Our dedicated team are always on hand to help – just a phone call away.

In addition, in this section we have commonly asked questions from other users. If yours doesn’t appear, please get in touch and we’ll add it to the list.

Help is on hand

Who are LifeQuote?

Who are LifeQuote?

LifeQuote has been designed to help advisers protect more clients and grow their protection business. Our guiding principle is to make it as easy as possible to provide a professional protection service that meets your client’s needs. We do this by reducing the time you spend on administration by around 3 hours on average for every case you write, leaving you free to start offering more protection advice and to grow your other business areas.

We support you with real people who understand your needs and the concerns of your clients. Your designated administrator will work with you to tailor our services to meet your requirements. Our fully trained and audited team will handle all administrative functions for you, treating your clients with the same professionalism and care as you do. This includes collecting underwriting information from your clients, chasing GP reports, medicals and other outstanding information with the aim of getting your clients covered without delay. We keep in touch with you and your clients by phone, email and text, and you have full access to an online case tracking facility - so you never feel out of the loop.

LifeQuote are based in Chichester, West Sussex. For more information about the service please call us on 01243 791199

How do I register to use LifeQuote?

How do I register to use LifeQuote?

There are several ways to register:

  1. Call the Adviser Support team on: 01243 791199
  2. Email us - SalesSupport@LifeQuote.co.uk  
  3. Download and post an application to us 

 

Once your LifeQuote Agency Application has been completed and returned we will complete due diligence checks and issue agreements. We will send your Adviser ID and Password via email within 48 hours. Once the login codes have been issued and agreements confirmed we will then be able to process applications on your behalf. Please note, agreements must be in place before any commission is paid, but we can start to process cases on your behalf if you would like us to.

Business is submitted under LifeQuote agencies for commission share arrangements. You take advantage of our model to receive competitive commission terms and the application and administrative service at no cost. You continue to own the client, as confirmed in the agreements, and we will never cross sell the customer.

If you are part of a wider network we will need to have an agreement in place with the network before we can process your applications. Please call us to find out if we already have an agreement in place with your network.

What happens once I submit an application to LifeQuote?

What happens once I submit an application to LifeQuote?

We will...

  • Email you each time you submit a case to LifeQuote to acknowledge receipt of the application.
  • Call the clients on your behalf at the agreed time to complete and submit the application to the insurer.
  • Manage all applicant, insurer, adviser and surgery liaison required to collect any further underwriting requirements.
  • Chase up missing information, medical tests, financial evidence and GP reports so that you don’t have to.
  • Keep you fully updated with the progress of the application using your personal online Case Tracking system as well as by email.
  • Obtain Acceptance Terms and place the policy on risk as instructed.
  • Administer the commission share on your behalf, or invoice you for the fixed rate depending on the way you agree to pay for the LifeQuote service.
  • Follow up any cancelled direct debits, premium lapses, address changes and anything else post completion.

We offer a premium service to your clients to keep them updated and enthusiastic about their financial purchases. Your clients will feel confident they are being taken care of, and will be happy to return to you for future business.

Will my clients think I have passed them to a third party?

Will my clients think I have passed them to a third party?

No. We quote your name and your company name in all communication with your clients so that they see us as part of your company.

In addition, you have a designated administrator who will progress all your cases. They will introduce themselves to all of your clients as their point of contact, personally. Discussing your preferences with your dedicated LifeQuote administrator allows you tailor the service we provide to one you feel suits your clients best.

It is important that you position how the administration process will work as we find this improves the client engagement.

What additional features does LifeQuote have to aid my sales and compliance?

What additional features does LifeQuote have to aid my sales and compliance?

For advisers who use our services, LifeQuote provide complimentary tools to assist you with selling protection:

  • ‘Underwriter help-lines’ information, accessible via the icon in the ‘links’ box, provides telephone numbers and email addresses for provider pre-sales enquiry lines.
  • ‘Decision in Principle’ tool, enables you to make pre-sales enquiries to multiple insurers by filling in some basic details about their health and lifestyle, without completing a full application. The insurer’s underwriters will then return with an indication of terms they could offer your client based on the information provided, usually within 48 hours.
  • ‘Provider Comparison charts’ provide an up-to-date comparison of parameters, benefits and limitations between different insurers’ products.
  • 'Critical Illness comparison' charts give an ‘at a glance’ comparison of insurer C I policies which include conditions covered, additional benefits and services provided plus ABI ratings.
  • ‘Stationery cupboard’ contains a wealth of insurer documents, Technical Guides and Key Features for all the insurers LifeQuote processes business for.
  • Our many free videos provide LifeQuote training, product information and selling tips for advisers.

Contact us

Adviser Support Team

Call us on 01243 791199 from 9am to 5.30pm weekdays.

Tele-Interview Team

Call us on 0800 195 9779 between 8am and 9pm Monday to Friday, and from 9am and 12pm on Saturdays.

Administration Team

Call us on 01243 817903 between 8am and 5.30pm daily. Alternatively, please contact your dedicated administrator.

We're here to help you...

...protect more clients and grow your protection business.

More help

Quick Start User Guide

Getting started is easy

Click here for our Quick Start User Guide

For more information about our system or services, please call us on 01243 791199. The LifeQuote Adviser Support team are available from 9am to 5.30pm daily.

Alternatively, please email us at salessupport@lifequote.co.uk

User Guide

For a full guide on how to use LifeQuote....

Click here for our Detailed User Guide

For more information about our system or services, please call us on 01243 791199. The LifeQuote Adviser Support team are available from 9am to 5.30pm daily.

Alternatively, please email us at salessupport@lifequote.co.uk

Product information

For general information on how the products work...

Click here for our Product Summary

For more information about our system or services, please call us on 01243 791199. The LifeQuote Adviser Support team are available from 9am to 5.30pm daily.

Alternatively, please email us at salessupport@lifequote.co.uk

Frequently Asked Questions

If you have any further questions...

Click here for our Frequently Asked Questions

For more information about our system or services, please call us on 01243 791199. The LifeQuote Adviser Support team are available from 9am to 5.30pm daily.

Alternatively, please email us at salessupport@lifequote.co.uk