Introduction to Agent Hub

In a nutshell video

Duration: 1 minute

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

Introducing our simplified overview page

Duration: 1 minute

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

Introduction to Agent Hub: Progress bar

Duration: 1 minute

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

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.

Introduction to Agent Hub: Putting a policy on risk

It’s decision time video

Duration: 1 minute

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

How to start an application in Agent Hub

How to start a Life Insurance application on Agent Hub video

Duration: 1 minute

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

How to view and manage existing business in Agent Hub

How to view and manage existing business on Agent Hub video

Duration: 5 minutes

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

How to monitor lapses and cancellations in Agent Hub

Existing business – monitoring lapses and cancellations video

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.