Legal & General has made a number of updates to its adviser protection platform, OLP Connect, to improve user interface and ultimately better customer outcomes.
The updates follow adviser feedback gathered through detailed research between 2022 and 2023, meaning the platform updates reflect the way advisers want to work to support customers and develop their businesses.
Following updates made in April and May to the ‘Protection Dashboard’ and ‘Existing Business Agent Hub’ (EBAH) elements of the platform, Legal & General launched a new version of the ‘Manage Application’ feature on 28 July. The new feature has been merged with the ‘Application Summary’ tab to create one simple design to improve efficiency.
The ‘Manage Application’ tab allows simple navigation of each customer’s journey. Advisers can track each application to completion with a 360° view of the underwriting process, ensuring protection is in place as quickly as possible.
The updated tool provides simplified navigation to product selection, addresses and customer history. Advisers can edit application details with ease, while providing clear status updates and highlighting outstanding actions.
The EBAH helps advisers better manage existing client relationships throughout the policy lifecycle, allowing advisers to set up notifications when a policy is at risk, allowing for earlier intervention to address clients’ needs.
In the coming months, Legal & General is set to further enhance OLP Connect with additional functionality and design updates.
Julie Godley, director of intermediary, retail protection, Legal & General Retail, said: “It’s fantastic to be launching further updates to our OLP Connect protection adviser dashboard system. We’ve taken the time to listen to adviser feedback and look at how we can streamline and improve their experience with our platform.
“We understand the importance of providing systems that are easy to use, to allow you to protect customers as soon as possible. The key aim of the updates is to remove complexity and provide advisers with an intuitive, easy-to-use platform which improves efficiency with customer applications and policy journeys.
“Continuing to enhance and streamline our processes and platforms is a core priority for us, both to aid our intermediary partners with their businesses and to ensure better customer experience and outcomes.”
