Find out how to use our online systems with these short how-to videos. Get familiar with some of the different features in OLP Connect and Agent Hub, including resources to help you sell your products.

 

 

OLP Connect (OLPC)

OLP Connect - Your protection dashboard

Duration: 2.54 minute

An overview of our brand new Protection Dashboard, a simpler, more streamlined way for you to manage your customer applications.

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Existing Business Agent Hub

Duration: 3.38 minute

An overview of the improvements added to our Existing Business Agent Hub giving you more information about each policy on screen.

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Existing Business Agent Hub - Further improvements

Duration: 1.23 minute

An overview of the improvements added to our Existing Business Agent Hub giving you more information about each policy on screen.

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How to access documents in OLPC

Duration: 1.21 minute

An overview of how to view and access documents within OLPC.

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How to get a quote on OLPC

Duration: 2.25 minute

A quick guide on how to get started on doing a quote on OLPC.

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Completing a discretionary trust

Duration: 7.28 minute

An overview of how to fill in and complete an trust form within OLPC.

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Setting up your contact preferences

Duration: 2.52 minute

Quick overview of how to ensure your contact preferences are set correctly to receive updates on your pipeline.

 

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Setting up your individual preferences

Duration: 1.13 minute

Quick overview of how to ensure your individual preferences are set correctly to receive updates on your pipeline.

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How to amend an application

Duration: 3 minute

A quick demo on how to amend an application in OLPC.

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How to accept a decision

Duration: 2.42 minute

An overview of how to accept a decision if needed.

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How to start a policy

Duration: 2.41 minute

A quick overview of how to start a new policy on our system.

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How to reinstate a direct debt

Duration: 3.16 minute

A quick demo on how to reinstate a policy if the direct debt has been cancelled or lapsed.

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Hand off

Duration: 3 minute

An overview how to utilise the hand off, what you will see and your customer can expect to see when they go to complete the questions, then how you can complete the submission of the application.

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Our products

Introduction to Umbrella Benefits

Duration: 30 minutes

Get to know Umbrella Benefits, our added-value services and optional benefits, and how they can help your clients.

 

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Introduction to Wellbeing Support

Duration: 1 minute 

From the day the policy begins, your clients have access to Wellbeing Support, provided by RedArc Assured Limited directly, for practical and emotional assistance.

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Introduction to Fracture Cover

Duration: 1 minute 

Fracture Cover is there when your client has an unexpected injury, like a slip on the stairs, car crash or a fall outdoors. It's there to help with the extra costs an injury can cause, such as childcare, travel costs or equipment for mobility.

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Introduction to Private Diagnostics

Duration: 1 minute 

Gives your clients access to some of the UK's top consultants and diagnostic testing, with results provided in just a few weeks. Available for an additional £4.50 a month.

 

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Introduction to Rehabilitation Support Services

Duration: 1 minute 

Rehabilitation Support Services gives your clients access to our UK-wide team of clinical healthcare experts, to support their quicker return to work following a valid claim. it's included as standard on our income protection products.

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Enhance your Income Protection selling skills

Duration: 30-40 minutes

Find out how you can improve your income protection sales skills for more effective client conversations.



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Introduction to the Relevant Life Plan

Duration: 30 minutes

Find out how Relevant Life Plans work, the tax position, and where it fits into your advice process.

 

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Help and advice

How to prepare for a protection meeting

Duration: 1 minutes

This short animation covers how to prepare for a protection meeting with your clients.

 

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Make the most of your re-mortgage appointment

Duration: 1 minutes

Prepare for your mortgage appointment with help on finding the best mortgage, potentially savings thousands of pounds.

 

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Get the most out of your mortgage appointment

Duration: 1 minutes

Get the most out of your mortgage appointment with tips on how to prepare for your appointment to get the most out of your new home.

 

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