L&G updates intermediary case management system

The information that was previously available to advisers via the Early Warning System is now available through AGENTHUB in OLPC. The upgrades will help streamline the process of applying for protection, providing advisers with a 'one-stop-shop' to manage their cases with Legal & General.

Other additions include new Policy Search functionality and simpler navigation for advisers to see an immediate summary of any outstanding events such as failed premium collections and cancelled Direct Debit mandates.

A longer data archive facility has also been introduced, increasing the previous system’s four weeks’ worth of data.

Mark Holweger, Managing Director, Legal & General Insurance (Partnerships), said: “OLPC is already a market-leading case management system for our intermediary partners, but at Legal & General we always strive to improve our tools to help make life easier for advisers and customers alike. These latest updates provide our intermediaries with smarter ways of working, making the process of applying for a Legal & General individual protection policy even more straightforward.

“We believe these improvements will provide advisers with a one-stop-shop from which they can generate new business, manage their application pipeline and maintain the visibility they need to retain customers. Innovative technology like OLPC has a vital role to play in making protection applications easier and this is crucial to closing the protection gap.  We will continue to update our systems to make processes more efficient for our advisers.”