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A better experience

We will assign a dedicated Case Manager to you. They will care for your clients the same way you do. Our 8AM to 8PM availability means we’re here when it matters. Our ambition is to grow with you. By keeping in touch with you and listening to your feedback, we can continually develop our service to meet your needs.

 

Managing in-force policies

Post completion, we’ll service your clients on your behalf. We will follow up any cancelled direct debits, premium lapses, address changes and just about anything else that arises. We can tailor the level of service to your needs. For instance, if you prefer all customer communication to go via your office, we can arrange it.

Making the most of LifeQuote

If you need help getting the most out of LifeQuote, we have a full range of useful guides.

Follow these links to download some of the key documents:

LifeQuote Quickstart User Guide

LifeQuote Detailed User Guide

We can also run dedicated training webinars. To arrange a webinar at a time that suits you, please call 01243 791199.

 

Check out our full range of guides, training material, sales tools and other resources

More resources

 

What our partners say

Lucy Gulwell

"Just want to say a massive thank you to all the staff at LifeQuote and how brilliant the system is to use and work your way around. It makes our lives as Brokers easier as the administration side of things are completed by LifeQuote. My overall experience has been outstanding, always quick to get hold of, appointment times are easy to get without long delays and also the tools we have available are good for us to speed up processing."

John Merrifield

"I used LifeQuote for the first time recently and was extremely impressed at the speed they dealt with my request. From the time of my online submission requesting a tele underwriting appointment to the Life company offering standard terms was 2 days. My client accepted and requested an immediate start date and it was on risk the following day. An excellent outcome and I will certainly use this service again."

Noor Uddin

"The main benefit of using LifeQuote is that it saves time and helps me maximise my business’s potential. The process of passing over cases to LifeQuote adds another professional arm to my business as they are experts within the protection market."

Lisa Hockley

"I have been using LifeQuote for a long time and think the concept of remote Admin to look after the tele-underwriting and the whole process works really well, freeing up my time to deal with more clients and cases also. The staff are really helpful too."

Eddy Chow

"LifeQuote is a service I would recommend to every broker. It just saves me so much time and they keep me up to date every step of the way with weekly updates. The case tracking facility is great as well to see the progress of where cases are at."

Phil Chapman

"I have been using LifeQuote regularly for the last few months and find the service very slick. Their quotation system is easier to use than anything I have work with previously and as a result I am writing more protection business than I used to. Using LifeQuote has saved me many hours of form-filling (which I really hate doing!) and chasing and in my opinion is well worth the cost."

Andrew Wood

"Acting primarily as Investment and Pension advisers, the drawn-out rigmarole of applying for high value life cover was invariably a distraction from our day-to-day work and admittedly not our forte. Using LifeQuote has made everything easier and more simple and now we don’t have to waste time chasing GP surgeries and Insurers. If you want to concentrate on more important tasks and write more protection, LifeQuote can help."

Mike Granville

"I have used LifeQuote on a number of occasions as it gives me quick and accurate quotes whether for an individual or multi benefit plan which I can share in meetings with clients. I can also explain that instead of me asking perhaps personal and in depth questions about them and their health, LifeQuote will be that on the telephone in a private interview set up to suit them. the processing to provider and decisions are via LifeQuote. The time saved for me is immense and the fact I am not involved in asking potentially difficult health questions relaxes the clients. I will use them again."

George Petch

"I would have no hesitation in recommending the services offered by LifeQuote. This facility has literally revolutionised my protection business by vastly reducing the time needed to complete protection applications and importantly taking away all responsibility from me with regards to any potential non disclosure from clients. Since using LifeQuote it’s fair to say that I now write more business per client by using multi benefit applications."

Matthew Southey

"I started this company from scratch 18 months ago with no background in mortgages or protection at all – if it had not been for LifeQuote and its support staff, the valuable protection income that my company relies on would not have existed and this would have undoubtedly made life very difficult."

Ken Carson

"I cannot promote LifeQuote enough. If my LifeQuote administrator is representative of the company's attitude and sense of humour then I promise you now I'll never use any other comparison/protection application company, ever. LifeQuote is a development company NOT an admin company."

Angelo Kornecki

"As a busy Financial Adviser looking to grow his client bank and develop his protection business I truly believe having the support of the team at LifeQuote is invaluable. As many will be able to testify running a practise can be incredibly time consuming before you even start advising clients. Having all of the administration taken care of not just by someone else but a team of people who are specialist, who do this day in day out and understand all of the intricacies that surround protection and who will do everything they can to make sure the whole process is completed efficiently and smoothly is such a vital addition to my business and my processes."

Gitesh Chauhan

"The Portal is good as you can see at what stage the case is and what is outstanding. I would recommend the service as it does save time and you can still keep in touch with case progress, without ringing around."

Corinne Gibbons

"I like using LifeQuote because I do not have to spend any time doing underwriting questions with my clients which can be very time consuming. LifeQuote issue you with your own administrator who chases the client and the life company but most importantly chases the Doctors surgery’s making sure they have sent back the medical reports. It is so easy to get busy with everything else and quite often pipeline chasing gets left to the end of the list. I don’t need to worry about pipeline chasing because I know it is being done for me."

Lee Forster

"Since using LifeQuote I have been able to concentrate on providing my clients with an all round protection solution without the paperwork trail. This gives me more time providing products to meet their solutions which has definitely made a difference to my clients and my commission!!"

Claire Sweet

"The LifeQuote Decision In Principle system saved me many hours of work recently when trying to place a protection package for a client with Multiple Sclerosis. Each provider was able to reply to me by return of email what type of cover they could offer and a provisional rating value, thus allowing me to place the case with the correct provider. Gavin and the team are always on hand to answer any questions and follow up with advisers regularly to check they are meeting expectations."

Margareta Hamilton

"This is my first experience of using the service and so far I am very impressed! I used my iPad at my face-to-face meeting with my client to access the LifeQuote website, the quote was produced and app completed in minutes. Text confirmation of the requested telephone interview came through on her mobile immediately! I viewed the case tracking system after receiving your email; it’s comprehensive and an efficient way of following the progress of the case at the click of a button – excellent! I will share with you any feedback from my client and will not hesitate to use the service at every opportunity from now on."

Liam Hughes

"LifeQuote is firmly embedded in my working processes now as both the quoting system and Protection Service save me an incredible amount of time. Not having to spend hours each week chasing GP reports is time invested in growing my client list. Simple, straight forward and with experts on the end of the phone – I definitely recommend it!"

David Counsell

"LifeQuote can only be described as an excellent service! The time savings and efficiencies it brings for an adviser are fantastic and I would have no hesitation in using them every time!"

Martin Jeffery

"A professional service that the clients value and like. No more awkward medical questions and minimal paperwork leaving you free to give more advice. LifeQuote and the people at Direct Life offer and deliver so much more than IRESS."

Shaun Hiscox

"I find the service is great, really efficient and I like the online tools. My clients have spoken highly of the service."

Mark Stroud

"Having used LifeQuote for several months now I have found my administrator to be excellent in keeping both me and my clients up to date with the progress of the application. Not having to keep chasing surgeries has freed up my time to concentrate on other areas."

Mark Jackson

"Since joining Charles Derby, I have used Life Quote for all my client’s applications and I am very glad that I have adopted this strategy as it has saved me a lot of time and energy. The service they provide is excellent and they really do go that extra mile. I view them as an invaluable part of my team as they have a great depth of knowledge and expertise that is vital in getting things right the first time and ensuring that my client’s receive the best possible advice."

Justin Fordham

"I have worked with LifeQuote for some time now and can’t rate them highly enough. Their phone appointment and application service is second to none, and their processing of applications really do help maximise your policy acceptance and conversion to on risk rate."

Angelo Kornecki

“My relationship team at LifeQuote have always been available for me to speak to and always respond to any query I have in a timely manner. I would not hesitate to recommend using them to any adviser who is looking to spend more time growing their business and seeing clients and less time with the administration."

George Petch

"The online quoting system is so quick and easy to use in client meetings it only takes a few seconds to add in some additional benefits for the client to consider. LifeQuote even do all the follow up and chasing once the application has been submitted with clients, GP surgeries and providers. I just can’t imagine now not having access to LifeQuote and having to go back to completing all this myself and finding the time in my busy workload."

Grow your protection business

LifeQuote is more than just a quote website for Advisers. It also has a full set of tools, processes and services that can help you make writing protection insurance simple, profitable and compliant.

Our Protection Toolkit has our latest ideas for writing smarter protection, as well as writing more of it

 

See our protection toolkit