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Key Features

Simply complete all stages of the advice and application process in LifeQuote, or prepare quotes in your current portal and then upload them to LifeQuote. Once uploaded, all your protection clients, quotes, applications and case tracking will be in one convenient place, regardless of the insurer you choose.

 

Valuable time saving extras include:

  • Quote for multiple products in one request,
  • Compare menu plans against individual benefit products,
  • Construct a personalised protection portfolio
  • Tailor cover with add on benefits, such as indexed cover and FIB
  • Get upfront underwriting decisions, so you can plan your client’s budget for likely loadings.

 

  

 

Research options

Intelligent Protection

Build a multi-benefit solution based on a fixed budget with customised suitability report.

Decision in principle

A pre-underwriting tool with automatic online distribution to the insurer you want an opinion from, with 24 hr turnaround.

MultiQuote

Get multiple benefit quotes from a number of insurers with joint life trade up comparisons.

Custom Multibenefit

Illustrate each insurer able to quote on all benefits within one plan, and compare it to the individual product pricing.

QuotePlus

Allows pre-vetting of clients against underwriting criteria. Gives indicative loadings for height and weight.

What products can you access?

We give you access to the full range of protection products from all leading insurers.

  • Term Life
  • Mortgage Protection
  • Whole of Life
  • Critical Illness Cover
  • Income Protection
  • Business Protection
  • Relevant Life

 

We offer the flexibility to support whole of market, restricted panels and single tie propositions.

 

See our range of partners

Our experience speaks for itself

We've been offering advisers our comprehensive administration and new business support service since 2001.

Look at the amount of clients we've helped, the amount of medical evidence we've handled and the vast amount of cover we've been responsible for putting on risk - it speaks volumes about our experience. You can trust us to handle your clients just like you do, freeing your time to give more advice, care and guidance to them.