Legal & General has made a series of updates to its adviser protection platform, OLP Connect, aimed at improving user interface and achieving better customer outcomes.
The insurer said the updates were made in response to feedback gathered through research between 2022 and 2023 and are aimed at reflecting the way advisers want to work to support customers and develop their businesses.
Following updates made in April and May to the provider’s 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 allow navigation of each customer’s journey.
Advisers can track each application to completion with a full view of the underwriting process, ensuring protection is in place as quickly as possible, L&G said.
The updated tool aims to provide simplified navigation to product selection, addresses and customer history so advisers can edit application details, while providing status updates and highlighting outstanding actions.
The EBAH aims to help 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.
Further updates
In the coming months, Legal & General added it is set to further update OLP Connect with additional functionality and design updates.
Julie Godley, director of intermediary, retail protection at Legal & General Retail, (pictured) 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.
“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.”
