LifeQuote launches case tracking system

Ryan Bembridge

April 5, 2017

LifeQuote has launched a case tracking system for advisers selling protection.

Advisers can see whether their cases are ‘in progress’, ‘awaiting start date’, ‘at risk’ or ‘completed’, while the system features a ‘key milestones’ filter showing what client information is required and whether it has been returned.

Neil McCarthy (pictured), sales and marketing director, LifeQuote, said: “The new system, which is accessible 24/7 from any online device will save advisers lots of time and hassle.

Keystone introduces online case tracking

“It has been designed following feedback from advisers, and in collaboration with insurers, to provide a simple, efficient and quick single, secure point of reference for all advisers’ protection cases.”

Advisers can track cases post-completion with notifications of direct debit cancellations and lapses.

They can also view a full administration history of completed cases as well as details of commission payments.

Enter your e-mail address to receive updates on this topic straight to your inbox

* indicates required
Send me news alerts on: