Simplified Application Service

We are pleased to offer a simplified service for your protection application. This allows you to significantly shorten the processes of signing up your clients for protection business and improves the overall client experience.

Benefits to You

  • Time saving – Only takes 5 minutes to complete the simplified application form.
  • No non-disclosure risk, as we take this away.
  • Improved customer journey.
  • With more time, you have the potential to increase your protection sales.

Benefits to your clients

  • Quicker sales process at a convenient time for them.
  • Less ‘embarrassing’ face to face discussions on health issues with the adviser.
  • Decision given by Legal & General there and then. If accepted, protection policy can be started immediately (no delay or further inconvenience).
 

Literature

The following adviser and client facing material are available to download.

Adviser Flyer (includes product information) (W10820)

Adviser Flyer (includes product information) (W10820)

Client facing Flyer (W10821)

Client facing Flyer (W10821)

OLP Connect Simplified Application Form (W12462)

 

If you require further information or printed copies please contact your usual Legal and General contact.

 
 
 
This website is designed to give professional financial advisers all the information and tools that they need to control and develop their business and should not be relied upon by private investors or any other persons.
© Legal & General Assurance Society Limited (2010)
 

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