How do I search for a particular application?

From the OLP Connect homepage you can search for your clients’ cases, whether they’re at the quote stage, applying in progress, submitted or even completed and on risk.  You can search using any of the criteria on the homepage, on their own or in combination. Find out more (PDF).

How do I search for certain criteria of pipeline?

From the OLP Connect homepage, rather than searching by client details for a particular application, you can bring up a list of all of your cases at a certain status, or that have changed in the last few days, or that are ready to start. Find out more (PDF).

What are Power Searches and how can they help me?

To make OLP Connect easier to use, we provide links on the homepage to the most popular searches so you can access them at a single click. We call these Power Searches. Find out more (PDF).

How do I see what’s outstanding for my client’s application to progress?

On the Application Summary screen, you can see what evidence and items of information are outstanding, as well as when we’re next due to review or reissue them.  For more detail, take a look at this quick reference guide to viewing outstanding requirements.

How do I see the policy number(s) for each product in my client’s application?

You can see the policy number for each product once you have submitted the application, regardless of the current status. If it’s not shown under ‘Product Details’ click the ‘Application History’ link and scroll to the bottom of the audit trail.  The policy number is shown for each product in the application.  (The product numbers follow the order they appeared on the Quote Results screen, so if you’re in any doubt which is which, just navigate back to that screen to check).

Once the policy is on risk and the status is ‘Live’, the policy number is shown under ‘Product Details’.

I’ve registered for the ‘Proposal Tracking’ data feed.  Will that include OLP Connect applications?

Yes.  Our proposal tracking service is designed to be fully compatible with OLP Connect to keep you up to date with your protection applications.

How do I view and print the correspondence relating to my client’s application?

Please see our step-by-step guide (PDF).

Can I update the correspondence preferences on an individual application without altering the preferences already set?

Please see our step-by-step guide (PDF).

Does my client get a hard copy of the application to check?

Once an application has been submitted and an underwriting decision has been made, we will send to each client a copy of all the answers they have provided.  They should read through and check that the details are correct and make any corrections where appropriate on the form. They should then tick the appropriate ‘correct’ or ‘incorrect’ box on the Confirmation Declaration, sign and date it and return it to Legal & General.

It is important that for everybody’s protection (you, your client and Legal & General) that the information we have made our decision on to offer your client acceptance terms is correct.  If we don’t receive the signed Confirmation Declaration back we’ll review it and send out a reminder letter.  You can select in your Agent Profile whether you want to be copied in on these reminder letters.

If, after sending out the reminder, we still don’t receive it back, we’ll assume the details are correct and no further chasers will be sent out.  We do not cancel the policy just because the Confirmation Schedule hasn’t been received.

What documentation is available to print?

See our step-by-step guide (PDF).

How can I print a copy of an application after I’ve submitted it?

See our step-by-step guide (PDF). 

How do I print the key features illustration (quote)?

Click here (PDF) to find out how.

How can I obtain a trust form?

A PDF of a trust form can be obtained from the Legal & General Adviser Centre.

How do I print a medical consent form?

See our step-by-step guide (PDF).

My client's application has been rated. How do I get the rated quote?

Follow the steps in the screenshot (PDF).

How do I print the Offer Letter (acceptance terms)?

An offer letter isn’t always generated (If the application is accepted at normal terms per the original quote and there is a start date in place, or Auto Buy is selected, and the Direct Debit details are in place, the policy will go on risk automatically without an offer letter being generated).

If it is generated, it will be available to view, print or reissue from the Outbound Correspondence page.  See this step-by-step guide (PDF) for more details.

Why am I unable to view the PDFs when I select them on the Document Request screen?

For more detail see our step-by-step guide (PDF).

Can I change the details I’ve already submitted?

Yes. You can change the details you have previously entered  at any time, so long as none of the products within the application have been put on risk. See our step-by-step guide (PDF).

For more detail see our step-by-step guide (PDF).

Since my original quote date, I think Legal & General have changed their premium rates.  Can I update my client’s application so they benefit from the new rates?

As long as their policy isn’t on risk yet, yes you can.

See our step-by-step guide (PDF).

How do I enter the Direct Debit details on a submitted application?

See our step-by-step guide (PDF).

How do I enter the start date on a submitted application?

Please see our step-by-step guide (PDF) to entering start dates.

My client has passed a birthday since I submitted the application. Can I backdate the start date to before his birthday?

Yes.  You can backdate a policy start date, though it cannot be an earlier date than the application date.  Don’t forget that Legal & General use 6-monthly increments (or half-birthdays) to define a client’s age.  To help you, when you come to enter the policy start date and click ‘Edit’, a warning appears on screen to tell you the earliest and latest allowable start date to retain the current premium (based on the birthdays and half-birthdays of each client and the application date).

Bear in mind that first premium collection takes a few days to set up and the second monthly premium will be due a month after the start date.  So if you backdate the start date a long way, you may find that multiple premium collections happen close together or even at the same time.

How do I ‘NTU’ an application?

Click here (PDF) to find out how.

How do I reinstate a previously NTU’d application?

Click here (PDF) to find out how.

How do I ‘NTU’ a product within an application?

Click here (PDF) to find out how.