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Resources Library

 

You will find below some helpful hints and tips on using the LifeQuote Portal and application service, along with walk through videos of how to quote, apply and manage your applications. 

Scroll down for our training videos!!!

For any additional questions contact our Sales Support Team on 01243 791199. 

How to Guides 

We've detailed some quick 'How to Guides' to help you make the most of the LifeQuote Portal and highlight how we can help save you time and grow your protection business. 

LifeQuote Quickstart User Guide

How to: Multi Quote

How to: Multi Benefit

How to: Business Protection

How to: Family Income Benefit

More guides coming soon!!

 

Download our user guide

Multi Quote

Watch this short video to see how this tool will save you hours of research and deliver quotes from all of the insurers, across a broad selection of products, in one single request.

Custom Multi Benefit

Watch our training video to see you can build a Protection solution for your client. We compare packaged benefits against the most competitive individual prices available, providing invaluable research for you and your customers.

Income Protection

Watch our training video to see how you can run quotes for Long and Short term Income Protection. You can choose whether the contracts are quoted on a level or escalating basis. Definitions are given in the research so you know exactly what definition of disability is being offered and split deferred quotes are also supported.

Intelligent Protection

Intelligent Protection delivers you and your customer a bespoke menu based proposition based on your customers individual circumstances. A detailed suitability text is automatically created; saving you hours of time in research and writing up your sale justification.

Business Protection

Watch our short training video to see how LifeQuote offers you the platform to deliver quotes for Key Person Cover, Business Loan Protection, Partnership/Shareholder Cover and Relevant Life (with or without critical illness cover)

Submit Alternative Quote

This tool gives advisers the ability to apply and use our admin services for any quote, even if quoted directly with an insurer or from another portal.

Whole of Life

Whole of Life gives you a comparative service on both single and joint life bases. Where joint life is chosen we provide quotes on a first event and second event basis and plans can be indexed as well as being shown with and without waiver of premium.

 

 

Submitting applications

Our application process consists of a few simple screens to submit any protection application. Regardless of plan type, how many benefits selected or individual underwriting requirements, the LifeQuote team will manage them all for you.

Using LifeQuote with iPipeline

You can now use our application and administration service through iPipeline's SolutionBuilder. 

Using LifeQuote with IRESS The Exchange

LifeQuote is now integrated into IRESS The Exchange for quoting and applying. 

Using LifeQuote with XPLAN Mortgage

You can now use our application and administration service through XPLAN Mortgage. 

Case Tracking 

Log in to your real time case tracking for updates on your cases and access to important documents.