L&G enhances intermediary protection system
Legal & General has announced new upgrades to its protection case management system, Online Protection Connect.
"These latest improvements to OLPC continue to make the process of applying for protection an easier, more streamlined process."
The OPLC update features AgentHub, a new homepage which provides advisers with a "one-stop shop" to manage their individual protection business with Legal & General.
The system also includes new pipeline management tools and a tracking functionality, as well as a new Application Summary page that allows advisers to quickly see the status of an application.
Through the new 'two-click' process advisers are now able to answer customer queries much more quickly and without the need to call a Legal & General representative.
The changes are part of a wider process of moving the protection application into the digital era. More letters sent during the application process will be replaced by emails and customers will now have the option to start their policy via My Account rather than having to call or write.
Customers who have ‘increasing cover’ products will also receive an email rather than a letter when approaching the anniversary of their policy.
The ‘My Account’ online site will show the increase to the customers’ amount of cover and premium, if there has been one, as a result of the Retail Prices Indexation review. The customer can then choose to accept or decline the review using the self-service functionality in My Account.
Mark Holweger, Managing Director, Legal & General Insurance (Partnerships), said: “Making life better for advisers and customers is central to everything that we do at Legal & General, and OLPC is no exception. OLPC is already a market-leading case management tool for our intermediary partners, but there is always more we can do to improve systems and to bring applications into the digital era as part of our drive to help close the protection gap.
“These latest improvements to OLPC continue to make the process of applying for protection an easier, more streamlined process. We firmly believe that innovative technology like OLPC has a key role to play in growing protection sales, and makes it both more efficient and easier for advisers to manage their protection cases.”
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