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Quote & Apply  

We have all become more self-sufficient when it comes to purchasing insurance. Just think, how did you last buy car insurance?

Online quote comparison and application services have become part of everyday life, make sure you don’t miss out – offer your clients a full online journey for Life and Critical Illness cover directly from your website.

We offer a range of options to suit all types of business and budgets from outsourcing all the design, build, and management to a fully bespoke service tailored to your business needs. Our standard Quote & Apply site is built using your brand colours and logo to give your clients a branded journey from quote to application.

Quote

Within minutes your client can access a comparison of quotes tailored to their needs and objectives with options to view more information or filter their results.

  • Level & Decreasing term products
  • Critical Illness products offered as an additional or integrated option
  • Client needs and objectives are displayed
  • Simple comparison of available insurers and premiums
  • Policy features filter
  • Indication of acceptance using Quote+
  • Access to instant purchase ‘Buy Now’ products

 


Apply

The application process continues the branded journey within your Quote & Apply website without handing your client off to the insurer’s own application system. This continuity helps completion rates by maintaining the look and feel. The application questions mirror the insurer’s own question sets, once complete we will key the information to the insurer and confirm the decision.

All elements of the Quote & Apply journey are responsive and user friendly with data stored and maintained by LifeQuote.

 

 


Management

LifeQuote handles all elements of the underwriting process from GP and insurer liaison to obtaining further information from your clients and confirmation of the acceptance terms. You won’t need to be involved and can track progress through LifeQuote’s Case Tracking tool.

Automated MI

You will receive a daily file directly to your email which will provide you with a month to date run down of your traffic. Your MI summary will include data on clients, quotes, applications and commission. 

Google Analytics

Analytics is a powerful application for tracking traffic patterns on your website. The fact that it's an entirely free program, and integrates with other Google programs, like AdSense and AdWords, only makes it that much more valuable. If you already have a Google Analytics account we can apply it to your website. 

Lead Data 

For a variety of reasons we know that not all clients complete their application online. At LifeQuote we don't want you to loose these perspective sales. This is why we have created a data feed to provide you with all the information you would need to be able to follow up with your client. 

Case Tracking 

In order to keep track of applications, we provide you with a Case Tracking tool. Not only does this give you access to every application regardless of insurer, Case Tracking with LifeQuote requires only one password This eliminates the need to keep track of multiple sets of logins to track your clients progress once they have completed their application. 

Special Requirements

We want to provide you with all the tools to make the most out of your Quote & Apply site. We have developed an API that allows real time case tracking without the need for logging in to the system. For more information on this or if you have any other specific MI needs that we haven't covered, please contact us to discuss.  

 Management Information

 


Build Options

We offer a range of options to suit you and your business. From our standard package to a tailored, bespoke, or self-build option, simply choose which works best for you.

Our most popular option is our ‘Standard’ option. Prices start at £499 for the initial set up and £49 monthly hosting and maintenance costs.

  • Fully responsive Quote & Apply functionality
  • Branding – telephone number, colours, and logo
  • Quote+ underwriting filters
  • Instant purchase ‘Buy Now’ products
  • Partial CIC upsell
  • Whole of market or panel of insurers
  • Online applications for all insurers
  • Save & return options with follow up emails
  • Google tagging
  • Management information suite
  • Optional outbounding

Our tailored, bespoke, and self-build options include additional functionality including tailored emails, variable commission sacrifice, and additional screen design.

 More information & costs

 


Find out more

Our Business Development Team are on hand to discuss the options available for you to provide a Quote & Apply service to your clients. Contact us on salessupport@lifequote.co.uk or call 01243 791199 to get started.