System videos
OLP Connect - Your protection dashboard
An overview of our brand new Protection Dashboard, a simpler, more streamlined way for you to manage your customer applications.
Existing Business Agent Hub
An overview of the improvements added to our Existing Business Agent Hub giving you more information about each policy on screen.
Existing Business Agent Hub - Further improvements
An overview of the additional improvements added to our Existing Business Agent Hub including features to help you keep track of your clients’ policies, payment history, and claim status.
Existing Business Agent Hub - Cancelling a Policy
An overview on our brand-new cancellation feature, allowing you to cancel on behalf of your customers with ease, as far as six months ahead.
How to access documents
An overview of how to view and access documents within OLPC.
How to get a quote
Quick guide on how to get started on doing a quote on OLPC.
Completing a discretionary trust
An overview of how to fill in and complete an trust form for an existing policy.
Completing Digital Declaration of Health
An overview of how to utilise of digital process that empowers you to swiftly and effortlessly complete the Declaration of Health, ensuring your customer is on risk sooner.
Setting your contact preferences
Quick overview of how to ensure your global contact preferences are set correctly to receive updates on your pipeline.
Setting your individual preferences
Quick overview of how to ensure your individual contact preferences are set correctly to receive updates on your pipeline.
How to enter a start date
A quick demo on how to enter a start date OLPC.
How to accept a decision
An overview of how to accept a decision if needed.
How to start a policy
A quick overview of how to start a new policy on our system.
Income Protection Considerations
A webinar to help you understand the considerations of Income Protection at the claims stage.
How to reinstate a direct debit
A quick demo on how to reinstate a policy if the direct debt has been cancelled or lapsed.
Hand off
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.
Prepare for your adviser appointment
If your income changed because of an accident or serious illness, your adviser will be able to help, whether you’re renting or own your home. Learn what's needed to prepare for your appointment.
How to prepare for your mortgage appointment
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.
How to prepare for your re-mortgage appointment
Prepare for your mortgage appointment with help on finding the best mortgage, potentially saving thousands of pounds.
Protection Insights
In conversation with Cavendish Ware's Roy McLoughlin and L&G's Rob Betts and Nicola Giles covering Business Protection, Trusts, supporting Documentation and claims with the purpose to bring to life how adviser can use the consumer duty changes to position their services and add real value to their advice.
Rehabilitation Support Service
Rehabilitation Support Service 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.
Wellbeing Support
From the day the policy begins, your clients have access to Wellbeing Support, provided by RedArc Assured Limited directly, for practical and emotional assistance.
Bringing 'here for life' to life
