Managing Your Agent Profile

OLPC: Managing your agent profile and setting up your correspondence preferences video

How do I change my adviser firm's address on your system?

Once on the OLP Connect homepage, click on Manage Agent Profile.

Your ‘Registered Address’ is shown, which is the address associated with your agency number.  If that is incorrect or has changed you’ll need to contact us so we can update it.  You can do that electronically from here.

If your Registered Address is correct, but you want your correspondence to be addressed somewhere else, you can add a Correspondence Address into your Agent Profile.  This does not affect your registered address (for commission statements etc.)

How do I control where you send correspondence and copies?

Once on the OLP Connect homepage, click on Manage Agent Profile.

Check that your correspondence address (or Registered Address if your Correspondence Address is the same) is correct.

Scroll down the screen and you will see a field for an email address.  Make sure you enter a valid email address so OLP Connect can send you an application acknowledgement.

Scroll further down the screen and you will see various tick boxes for categories of correspondence.  Tick and untick these boxes as you require, to determine whether you want each type of correspondence to go straight to the client, to your correspondence address, your head office address (if different) or combinations of these.

How do I control where you send policy documents?

Once on the OLP Connect homepage, click on Manage Agent Profile.

Check that your correspondence address (or Registered Address if your Correspondence Address is the same) is correct.

Scroll down the screen and you will see various tick boxes for categories of correspondence.  Tick and untick these boxes as you require, to determine whether you want each type of correspondence to go straight to the client, to your correspondence address, your head office address (if different) or combinations of these.  You can control the destination address of the original policy document and the copy if required.

If you don’t need a copy policy document to be sent out, please untick all the boxes accordingly.