The changes make it simpler for advisors to offer assistance to clients and allow recommendations to be delivered more efficiently.
Legal & General has refreshed its OLP Connect sourcing system.
Updates to the online portal mean customers can now fill in health and lifestyle questions at their own convenience, instead of carrying out the lengthy process during an advisor meeting.
Modifications to the system allow customers to review and correct their details after an application has been completed.
The changes make it simpler for advisors to offer assistance to clients and allow recommendations to be delivered more efficiently, according to L&G.
Steve Bryan, director, intermediary, Legal & General, said: “At Legal & General, we are constantly trying to find ways to make life easier for advisers by giving both them and their clients more control over the insurance application process. The protection gap is a serious problem facing individuals across the country. By making this update to the OLP Connect software, we hope that more people will be encouraged to take out protection if we can show that the process for doing so is less onerous.
“We are committed to ensuring advisers and consumers have the tools and information they need to make the right decisions when it comes to reviewing their life insurance cover, and we will continue to listen to the feedback of advisers to help improve the customer journey and develop further enhancements to make life better.”
