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Apply & Manage

LifeQuote is more than just a quoting portal, we’ve been offering application and case management services to financial advisers since 2001. We provide support to thousands of advisers for any protection application, quoted through the LifeQuote Portal, or from one of our integration partners.

Application Services

Straight away we provide you with the flexibility to choose an application option that suits you and your clients.

  • Telephone Application – book a time for your clients to complete their medical & lifestyle application over the phone with one of our trained tele-interviewers
  • Apply Online – prefer to complete the application yourself or email a link to your clients to do, we’ve got those options for almost all products and insurers

We are available to complete applications from 8am to 9pm Monday to Friday and 9am to 12pm on Saturdays so we’re always around when your clients are. We work on your behalf and ensure the applications are submitted correctly with a disclosure guarantee reducing the risk to you and your business. Give yourself more time to spend on the advice and getting to know your clients while we handle the medical applications.

In 2019 90% of applications were submitted using our Telephone Application service

 

 

 


Case Management

We understand that not all applications can be started straight away, some require further underwriting and medical requirements before a decision can be reached. We provide on the go online case tracking and a dedicated case manager so you’ll never be far from an update.

Find out how Decision in Principle can help eliminate surprises and reduce abandoned applications.

Our team of Case Managers will work with you and your client to navigate through the requirements to a decision as quickly and efficiently as possible. You will be assigned a specific Case Manager who will be your direct point of contact for all your applications regardless of insurer or product.

Our online Case Tracking tool provides real-time updates, access to important documents, and has notifications of any policies that may be at risk.

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.

 

 

Find out more about the firms that use our services.

 


Get started 

Our Sales Support Team are on hand to discuss the options available for you and how to get started with LifeQuote's apply & manage services. Contact us on salessupport@lifequote.co.uk or call 01243 791199.

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