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Adviser Centre
 

Legal & General Annuity Quote and Apply.

Flowchart for portal journey
Legal & General Agency Set Up
I'M NEW TO LEGAL & GENERAL HOW DO I GET STARTED?
You’ll need an agency agreement and agency number.

If you’re a member of a network or a larger firm, check with your head office as there is probably already an established contact with Legal & General or even a master agency already set up. They should be able to help you get a sub-agency number.

If you are directly authorised you should apply directly to Legal & General.  Find out more.

DO I NEED AN AGENCY NUMBER?

Yes. If you are here for the first time and are looking to write business with Legal & General you will need to apply for an agency number.

If you’re a member of a network or a larger firm, check with your head office as there is probably already an established contact with Legal & General or even a master agency already set up. They should be able to help you get a sub-agency number.

If you are directly authorised you should apply directly to Legal & General.  Find out more.
How to register with a portal

Quotes and applications for our Enhanced Annuity are available through quote portals. You will need to register directly with a portal:
Register with Assureweb
Register with AMS Retirement
Register with IRESS
Register with TOMAS
Register with Webline

If you are already set up with one of these portals you will be ready to quote for our lifetime, including standard and enhanced, and our fixed term annuity products.

Our service currently covers these portals, however we aim to add new portals in the future. If you currently use a portal not listed above please contact AnnuityPortalSupport@landg.com.

The eCQRF
The quote and apply process is all done through the eCQRF. The eCQRF is the electronic Common Quotation Request Form. More information on the form is available on their website.
How do I get a quote?
HOW TO GENERATE A QUOTE
Complete an online eCQRF using your chosen portal to suit your business' requirements. The portals also supply a Data Capture Form for the eCQRF.

A copy of the Origo Common Quotation Form can be downloaded and used as a generic data capture form if you prefer. The eCQRF approach means that you only need to review and complete those items relevant to your clients condition. This can help streamline the quote process.

DO I NEED TO QUOTE ALL IN ONE GO?
You can 'part complete' the request if additional information needs to be obtained to help the application. The portal will let you 'save' and 'retrieve' part completed and fully completed requests.

RE-QUOTING 

We provide you our best quote, first time, every time and guarantee this for 35 days.
If you need to obtain a new quote or need to change any of the details, you can retrieve and edit your quote on the portal.

HELP AND SUPPORT FOR YOU

Our dedicated in-house portals experts are available to help you make the most of how you can use portals in your annuity business. To contact them please email: AnnuityPortalSupport@landg.com
What happens on application?
Quotes will be guaranteed for 35 days from the date the quote is produced. The application form and purchase price must be received within the 35 days for the terms in the quote to apply.

NEW BUSINESS SET UP

The administration team will:
1. On receipt of the application form, validate the information in the form to enable us to set up the annuity on the correct basis.
2. Contact the ceding provider on receipt of the application form to obtain the purchase price. This will be done by ORIGO options or by post.
3. Check to see if the purchase price is received after the end of the guarantee period. Where this is the case, and the  annuity rate has gone down, we will issue a new quote.

On completion of the checks the administration team will:
1. Arrange a payment of any tax free cash (transfer only).
2. Set up annuity income payments.
3. Organise payment of any adviser charge or commission.
4. Issue policy documentation including the Policy Schedule.
Dedicated Portal Support For Annuities
We want to help you unlock the potential portals can offer your business. They offer the speed of return needed in such a time pressured environment. A fully underwritten and guaranteed quote for an enhanced annuity can be with you in a few seconds, subject to medical details provided. To make the most of these tools within your business model, we also give you the support and expertise of our in-house portals experts.

Our dedicated portal support can:
• Develop a solution for you, relevant to the way you run your business, helping you save time and money.
• Provide training to resolve on-going issues with annuity quotes, such as why a quote has been returned as indicative rather than guaranteed.
• Be flexible in how we work with you, over the phone, face to face or through an online webinar. Whatever suits you best.
• Give you access to our sales support materials and tools enabling you to get the best possible outcome for your clients.

To contact the team please email: AnnuityPortalSupport@landg.com