We have been providing systems and services to help advisers make the most of their protection leads and ensure more people are protected since 2001.
Our services will help you at every stage of a protection application, from online tools and our quoting portal through to our comprehensive case tracking and integrations with Iress and iPipeline.
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.
Good research often includes presale enquiries. Not all clients can be offered cover immediately, some may have complex medical histories or even hobbies that put them in the risky category. Decision in Principle provides you with a pre-sale indication of terms from all, or whichever insurers you select.
LifeQuote is more than just a quoting portal, we provide application and administration services for all your protection business. You can choose from a range of submission options, including our Telephone Application service and Apply Online options, giving greater flexibility in how your client’s applications are completed. You are also assigned a Case Manager to manage any post-submission requirements, collect documents and ultimately get the policy started and your clients covered.
We know that advisers sometimes struggle to find the time to advise everyone, and some clients would prefer a completely online journey. With that in mind, we created Quote & Apply, allowing you to step into the new generation of online comparison. Give your clients the chance to quote, compare and apply via your own bespoke consumer-facing protection website, accessed directly from your website.