OLP Connect
Quote, Apply, Retain: All in One Place
OLP Connect allows you to efficiently manage your protection applications to completion, ensuring your customers are covered as quickly as possible. Integrated tools for managing medical conditions, submitting digital Declaration of Health forms and setting up online trusts, are all available to you.
Stay on top of your pipeline and nurture existing clients with instant notifications for lapses, bounced direct debits, and cancellations ensuring cover is retained rather than simply cancelled.
Our recent enhancements to OLP Connect provides a user-friendly interface with improved progress updates so you can stay informed along the way. Access our training videos, webinars or call our protection sales team should you need any further information.
“Continuing to enhance and streamline our processes and platforms is a core priority for us, both to aid the business development of our intermediary partners, and to ensure better customer experience and outcomes.”
- Julie Godley, Director of Intermediary, Legal & General Retail
Top Tips
Frequently Asked Questions
Find answers to common questions about using OLP Connect. This section covers various topics to help you navigate and make the most of our system efficiently.
The reason why we request evidence is due to application disclosures or medical underwriting limits.
We’ll automatically request certain medical evidence from your client if they’re a specific age or request a certain level of cover, even if they have no known medical conditions. This ensures we apply the correct terms based on complete and accurate information at the application stage.
This automatic evidence also protects your client if they need to claim, as it factors any increased risks into the cost of their cover.
View our full guide here
You can check this in OLP Connect at your convenience by following the steps below
- In the Protection Dashboard ‘Quotes & applications’ section, use the search function to find the application.
- Click on the application reference number to view the Application Management summary.
- On the summary page, you will see the client details and products.
Scroll down to the 'outstanding information' section. - Here, you can see the evidence we’ve received. For more details, select 'documents' in the blue navigation menu to view all issued and received items.
- Health Reports are linked, and clicking on them provides more information, including examination dates for Nurse Screenings
You can check this in OLP Connect at your convenience by following the steps below
- In the Protection Dashboard ‘Quotes & applications’ section, use the search function to find the application.
- The status will show as ‘live’ or ‘Live CYD Outstanding’ indicating the application is now in force.
- To find the policy number, click on the application reference number and you are shown the Application Management summary.
- Scroll down the page to the ‘Product details’ section and the policy number is shown.
Confidential Underwriting - Sometimes, we receive medical information that wasn’t included in your client’s application, which could lead to special underwriting terms. We understand it can be frustrating when we can’t explain our decision. To help, we use a ‘Confidential Underwriting’ marker in OLP Connect. You can find this marker in the client details section of the Application Management summary. If the marker shows ‘Yes’ we are unable to share the reason for the decision with you.
Private Data – Within OLP Connect, you have the option to hand-off the application to the customer for them to complete in their own time. The customer can confirm if they wish for their health and lifestyle information to be private. If they choose this option, the private data marker will show as ‘Yes’ meaning that you will not be able to view their medical disclosures.
You can find the decision in OLP Connect by searching for the client’s application in the Protection Dashboard.
Within the Application Management summary, scroll down to ‘Product Details’ where you can see the ‘Underwriting decision’ heading. Where applicable, the decision maybe hyperlinked and clicking on it takes you to the decision page of the application where you can view the underwriting decision and any associated changes that may have been made.
Quick start videos
Get a quick introduction to some of the changes to OLP Connect with our training videos. Learn how to navigate the system, manage your client pipeline, and utilise key features efficiently.
More from Adviser Protection
Comprehensive resources for Underwriting, Trusts, and much more
Underwriting
Pre-sale support, including underwriting limits, BMI, and how to get an indication of our terms.
Trusts
Our guide to trusts, their benefits, and how to set one up for your client
Direct debit tool
View our direct debit tool and find out more
Find out more
Contact our protection sales team if you need further information about our products, or support with your business. Open Monday to Friday 9am-5pm.