Getting Started

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I’ve not used Legal & General, how do I get started?

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.

Do I need an agency number?

Yes. If you don't have a relationship with us already you'll need to apply for an agency number. Please contact our Registration Team on 0370 05 00274 (option 2). We may record and monitor calls. Call charges will vary.

Do I need to register separately for your online services?

Yes. Once you have a Legal & General agency number, you need to register to take advantage of our Digital Broker Platform and other eServices. Please contact our Registration Team on 0370 050 0274 (option 2). We may record and monitor calls. Call charges will vary.

How do I create, manage or reset my password for online services?

As part of the online registration process, you'll be asked to create a password of your choice. The format criteria for an acceptable password are as follows:

  • Between 7 and 12 characters (letters and numbers only).
  • Must include a mixture of letters and numbers, must end with a letter.
  • Sequential* characters are not allowed (this includes alphabetical sequences (eg abcd), numerical sequences (eg 1234) or sequences on the standard keyboard (eg QWERTY).

 

I have a Unipass certificate, can I use that to access Digital Broker Platform?

Yes. As part of the online registration to get access to Digital Broker Platform, you can enter your UNIPASS certificate details. If you already have access to to our existing Online Quote and Buy system you can associate your UNIPASS digital certificate to it.

 

I share an agency number with colleagues but we’ve each been given our own Digital Broker Platform username and password. Can we track and manage each other’s cases?

Yes.

A new member of staff has joined my adviser firm. Can I add them to my existing Digital Broker Platform Access?

To help arrange access they should contact our Registration Team on 0370 05 00274 (option 2). We may record and monitor calls. Call charges will vary.

A member of staff has left my adviser firm. Can I close down their Digital Broker Platform access, but still complete what they’ve started?

If you share an agency number with the person who has left, you can continue to manage the application through to completion.
 
However, when someone leaves, they shouldn't pass on their login details and password. They should be revoked. You can't revoke someone's access yourself online, but our Registration Team can do it for you.

Our registration team can be contacted on 0370 050 0274 (option 2). Call charges may vary. We may record and monitor calls.

I have access to Legal & General’s adviser centre online service - do I need to register again to use Digital Broker Platform?

No. You can use Digital Broker Platform immediately. You can access the system using the same user details you have for the Adviser Centre.