We have been providing our services to advisers for over 30 years, something that has stood out is how tricky advisers find it to source the best protection for their clients. Advisers tell us that the research stage is time-consuming with clients often having different needs which can lead to generating multiple quotes.
The LifeQuote Portal helps to simplify this process by providing quick and easy to use quoting tools to get you to the research you need as efficiently as possible.
We give you access to a full range of protection products from all leading insurers, tailored to whole of market, restricted panel or single tie propositions:
Our Multi Quote tool allows you to generate up to 24 quotes at any one time, so you and your client can compare products and decide which one is best for their needs. Gone are the days of back-and-forth, changing inputs, selecting different products, all so your client can see the difference in price between a Level Term Life only policy and a Decreasing Life and Critical Illness policy. Input once, click once, done!
This is our answer to the popular menu plan solutions, produce a bespoke package of products for your clients. Our Multi Benefit tool allows you to see the premiums for both a multi benefit solution and the single benefits. Any discounts offered for multi benefit solutions are automatically included and the difference displayed.
With a variety of insurers offering multiple ‘add on’ or ‘take off’ options to their policies, we developed a bespoke solution to provide a clear and concise results list and allow you to tailor the quote to the specific needs. Accessed after choosing the insurer you can enhance children’s cover, remove Total Permanent Disability or access healthy living discount options.
We provide a quote research document with every quote you run on the LifeQuote Portal but we also provide a range of tools to help you choose the best solution for your client.