FAQs for Digital Broker Platform

Group Life Assurance and Group Income Protection policies insuring between 10 and 250 employees.

There may instances where policies meeting this criteria cannot be renewed online, if you require more details, please contact us.

Once you’ve logged on, you’ll arrive on the Digital Broker Platform dashboard, click on the words ‘Online renewals’ in the top right hand corner of the screen. This will take you to a list of all your eligible policies. This will take you to a list of your policies that are eligible with our online criteria.

Policies that meet our online criteria can be renewed from their annual renewal date onwards.

Yes, policies arranged offline that meet the criteria, can be renewed online too.

Only policies that are compatible with the criteria of our Digital Broker Platform will be viewable. Sometimes, changes made to a policy may impact its compatibility.

You can view and download the documents after you complete an online renewal. To return to these documents, click on ‘Online Renewals' at the top right hand of the dashboard.

For each member , we’ll need their gender, first name, last name, date of birth, job title, scheme earnings, work postcode and the category they are included in.

Yes, our system will look to match the data uploaded with our medical underwriting records.

Digital Broker Platform will check the renewal totals against the Unit Rate guarantee terms. If the totals have changed by more than 25%, the renewal will not proceed, we will usually need to review the Unit Rate.

The platform will save the information you’ve provided, and we’ll contact you about the Unit Rate review.

You'll need an agency agreement and agency number.

If you are a member of a network or a larger firm, there is probably an established contract with Legal & General or even a master agency already set up. Your principal office should be able to help you get a sub-agency number.

If you are already authorised you should apply directly to us. Once you have an agency agreement with us and your agency number, please contact our Registration Team on 0370 050 0274 (option 2). We may record and monitor calls. Call charges will vary.