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 and Agent Hub

Introduction to Agent Hub

Duration: 1 minute

A quick overview of how to track applications within OLP Connect.


Watch now

Introduction to Agent Hub: Overview page

Duration: 1 minute

Get to know the OLP Connect overview page, which shows client, product and adviser information all in one place.

Watch now

Introduction to Agent Hub: Progress bar

Duration: 1 minute

How to keep track of individual application journeys with progress bars.

Watch now

Introduction to Agent Hub: Keeping you in the loop

Duration: 1 minute

See how the progress bar gives you a view of any evidence requirements by product.

 

Watch now

Introduction to Agent Hub: Putting a policy on risk

Duration: 1 minute

A quick overview of how to put a policy on risk once a decision has been made.

 

Watch now

Introduction to Agent Hub: Next steps

Duration: 1 minute

How we keep you up to date with changes made by your client after an application has gone through.

 

Watch now

How to start an application in Agent Hub

Duration: 1 minute

How to start and submit a policy application in OLP Connect Agent Hub.


 

Watch now

How to view and manage existing business in Agent Hub

Duration: 5 minutes

How to view existing business on OLP Connect Agent Hub, plus tips on how to use the system effectively.

 

Watch now

How to monitor lapses and cancellations in Agent Hub

Duration: 8 minutes

How to use tools in OLP Connect Agent Hub to check whether your client cases are at risk of lapsing or cancellation.

 

Watch now

 

 

Our products

Introduction to Umbrella Benefits

Duration: 30 minutes

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

 

Register

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.

 

Register

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.

 

Register