Adviser Centre

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iphone and ipad app.

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Make the most of business opportunities with this app, by getting quick protection quotes on the move.

"Using the iPhone app to get a quotation for clients is fantastic. Easy to use and has already helped place a case for a client of mine. Supporting advisers with technology is key and great to see L&G at the forefront with these apps."
Mike Brown, Crystal Clear Financial Services

You can download the app from the App Store on your iPhone or iPad and all you’ll need to get started is a Legal & General protection agency number.

Benefits:
  • The ‘Tools’ section allows you to pre-select options to make the quote process tailored, simple and quick.
  • The app will give you quotes for level and decreasing term assurance and business protection - with and without Critical Illness Cover.
  • The links to our adviser websites will direct you to product information and literature where relevant.
  • There a ‘contacts’ section which will set up details for clients who are interested in protection.
  • The ‘calendar’ will help you to organise and book advice appointments.
  • You can pre-populate an email with the quote results and send these to your clients or to administration teams.
How to use our app:

To generate a quote:

  1. Click the Quote button on the navigation menu.
  2. From Client Details, ensure you complete their date of birth, gender and smoker status before selecting the Done button.
  3. Select Product from our scroll wheel.
  4. Enter the sum assured level.
  5. Enter the required term.
  6. You’re now ready to quote.
Please note:

Please make sure you have completed all sections within the Quote and Client screens to generate a quote.  Our products are subject to minimum and maximum age and sum assured criteria with more information available in our Key Features document.

The following Adviser Settings within the Adviser Tools section have been defaulted.

  • Waiver defaulted to Yes
  • Premiums are guaranteed
  • Premium frequency is monthly

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