Training Videos
We want to make it as simple as possible to use our system effectively, so we've put together some quick to view videos showcasing the key areas of the LifeQuote Portal.
Training Videos
Whether you want to learn how to source quotes, track your clients or utilise our integration routes, you'll find a video guide here to help you through the process.
For any additional questions contact our Sales Support Team on 01243 791199.
Introduction to LifeQuote's tools
A quick overview of LifeQuote’s tools from research to quoting and submission.
Decision in Principle
A small amount of pre-sale research can help management client expectations but also help reduce declined applications. Complete one online form with your client’s medical information, before sending this to all insurers to assess and respond with an indication of acceptance.
SmartCompare
SmartCompare provides a fact-based matrix of information to help you easily, quickly and conveniently compare different protection products during the research stage – helping you offer more holistic advice.
Protection Revenue Opportunity Tool
Use the Protection Revenue Opportunity (PRO) tool to input some basic details about
your business and see how much more money you can earn when using LifeQuote
Administration.
Underwriting Limits tool
Use LifeQuote's Underwriting Limits tool to see how much cover your clients can have before medical or financial information is required.
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 Toolbox
LifeQuote is now integrated into Toolbox so you can now use our application and administration service.