Hand Off

OLP Connect Customer Handoff video

We’ve introduced an option for you to hand off the completion of the health and lifestyle questions to your client during the application process…
 

  • This feature is completely optional.
  • Clients can complete the application questions at a time and place convenient to them.
  • It may be useful for if you find it difficult to see a client face to face.
  • Clients can save their information and exit the application at any time.
  • To use this feature you just need to make sure your clients email address is recorded in your OLPC Agent Profile as we’ll email you when the customer has completed the questions.


To find out more please watch our video or download the user guide.