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Working with us is straightforward, here's how

Get more from our platform

Learn how to set up and manage your account, adjust settings, and navigate our online platform with ease. Find answers to FAQs, stay informed on regulatory changes, and get step-by-step guidance to make the most of our digital services.

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OLPC - Your protection dashboard

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

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.

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Getting Started: Setting Up Your contact preferences

Quick overview of how to ensure your global contact preferences are set correctly to receive updates on your pipeline. / 01:24

Care Concierge explained

Getting Started: Your protection dashboard

An overview of our brand new Protection Dashboard, a simpler, more streamlined way for you to manage your customer applications. / 02:54

Care Concierge explained

New Business: How to get a quote

Quick guide on how to get started on doing a quote on OLPC. / 02:24

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New Business: Managing your application

An overview of how to manage your application on OLP Connect. / 03:38

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New Business: How to requote an application

An overview on how to requote a client application in OLPC. /

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New Business: How to enter a start date

A quick demo on how to enter a start date in OLPC. / 01:24

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New Business: How to accept a decision

An overview of how to accept a decision if needed. / 01:24

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New Business: How to start a policy

A quick overview of how to start a new policy on our system. / 01:24

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New Business: Cancelling an application

An overview on how to cancel an application in OLP Connect, to ensure you keep your pipeline up to date / 02:27

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New Business: How to access documents in OLPC

An overview of how to view and access documents within OLPC. / 01:24

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New Business: 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. / 01:24

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New Business: 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. / 01:24

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Existing Business: 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. / 01:24

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Existing Business: Existing Agent Business Hub

An overview of the improvements added to our Existing Business Agent Hub giving you more information about each policy on screen. / 01:24

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Existing Business: Updating Payment Details

In this demo we talk through in detail how to find your clients policy, update your clients payment details and manage outstanding premiums in arrears. / 03:56

Set your contact preferences

Our new business element empowers you with full control over what information you and your clients receive. From application updates and chasers to reviews, offer letters, and underwriting decisions, our platform ensures you stay informed and in charge every step of the way.

Manage your customer's payment

You can update customer payment information, adjust collection dates, and schedule arrears collection for a specific date directly within the Existing Business agent hub. With instant digital updates, you can manage customer expectations, view future payment dates and amounts, and ensure customers remain protected.

Setting up your individual preferences

Find out how to ensure your individual preferences are set correctly to receive updates on your pipline.

OLPC good practice guide

Protect your client's data, and your own by following these account security details.

Regulatory and service support

Stay up to date with the latest regulatory guidance and service improvements.

Find your dedicated team

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Get in touch

Our dedicated sales and support team are here to help you with technical queries or support with your business.

Access our full range of resources

Insights and articles

Our latest analysts and expert views to give you a deeper insight into market trends and products.

Webinars and CPD

Earn structured CPD with our CII-accredited webinars and workshops.

Tools and calculators

Access our Protection tools and calculators for your next client meeting.

Literature library

Access our full library of documents, guides and forms to support your advice process.