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OLP Connect

Quote, Apply, Retain: All in One Place

OLP Connect

Quote, Apply, Retain: All in One Place

OLP Connect allows you to manage your protection applications efficiently. Integrated tools for handling medical conditions and submitting digital Declaration of Health forms are available. The user-friendly interface provides progress updates, ensuring you stay informed. Access training videos, webinars, or contact our protection sales team for more information.

Stay on top of your pipeline and nurture existing clients with instant notifications for lapses, bounced direct debits, and cancellations, giving you the opportunity to ensure your clients retain the cover they need, rather than simply cancelling.

In 2025, our recent update allows you to quickly update payment details in the Existing Business Agent Hub (EBAH) for your customers. You can now easily change payment collection dates, enter complete bank details, and select collection dates for any policy arrears.

Julie Godley

“Continuing to enhance and streamline our processes and platforms is a core priority for us, both to aid the business development of our intermediary partners, and to ensure better customer experience and outcomes.” 

- Julie Godley, Director of Intermediary, Legal & General Retail

Instant Decisions with Dynamic Underwriting

Experience our seamless underwriting journey in OLPC, delivering instant Point of Sale decisions for 79% of submissions. Enjoy faster, more efficient processing for you and your clients.

Streamline Your Trusts Online

It’s simple and efficient—complete the process online with just a few extra steps. No more signatures or witnesses needed, ensuring trusts are in place from the start, eliminating paperwork delays. Find out more.

Stay Ahead with Instant Alerts

Get notified instantly about lapses, bounced direct debits, and cancellations. Receive email alerts with policy numbers, allowing you to quickly log in and see what’s happened, ensuring you can act fast to retain policies. Watch our video to set yours up.

Top Tips

Take Control of your customer's payments

Did you know that 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.

Effortlessly Search for Customer Names and Status Updates

Did you know you can easily search for customer names and status updates? Use the ‘Filter’ box in the Protection Dashboard and Existing Policies pages to find specific customer, or application status information in seconds. Want to identify applications awaiting a start date? Simply enter ‘start date’ in the filter box to see which applications you can take action on, allowing you to manage your pipeline.

Experience Seamless Underwriting with Our PSU Tool

Access our Pre-sale Underwriting (PSU) tool 24/7 to receive indicative decisions, understand potential medical requirements, and speak with our specialist team for guidance on various conditions.

How to Use the PSU Tool: Log in to OLPC, Click the Virtual Assistant (green chat button in the bottom right) and choose Pre-sales Underwriting Tools.

Frequently Asked Questions

Find answers to common questions about using OLP Connect. This section covers various topics to help you navigate and make the most of our system efficiently.

  1. On the Protection Dashboard ‘Quotes & applications’ section, use the search function to find the application.
  2. Click on the application reference number to view the Application Management summary.
  3. On the summary page, in the top right you will see the 'Lock for Editing Option'
  4. Select 'Lock for Editing'- doing this will take the application out of read only mode. Scroll down to the 'outstanding information' section.
  5. Select accept offer. You will be taken to the decision screen. Accept the offer.
  6. Continue to the product summary page and provide a start date
  7. Once completed go to the menu button at the top right and select ‘Manage application’ to return to main screen.

  1. On the Protection Dashboard ‘Quotes & applications’ section, use the search function to find the application.
  2. Click on the application reference number to view the Application Management summary.
  3. On the summary page, in the top right you will see the 'Lock for Editing' and 'View Application' options.
  4. Select 'Lock for Editing' - this will take the application out of read only mode
  5. The 'View Application' option will now appear as 'Edit Application'.
  6. Select ‘edit application’ to make changes to your customers application.
  7. Once completed go to the menu button at the top right and select ‘Manage application’ to return to main screen.

When an application is made for life cover for inheritance tax planning purposes, OLPC will now mandate that we see a trust form before the policy can be put live on the system. This can either be done through completion of the online trust (where appropriate) which is included in the application, or by sending us a copy of the completed trust deed. 

We believe it is in the customer's best interests to do this, as it mitigates any risk of the policy paying into the customer's estate on death and becoming liable to IHT. 

Find out more

The reason why we request evidence is due to application disclosures or medical underwriting limits.

We’ll automatically request certain medical evidence from your client if they’re a specific age or request a certain level of cover, even if they have no known medical conditions. This ensures we apply the correct terms based on complete and accurate information at the application stage.

This automatic evidence also protects your client if they need to claim, as it factors any increased risks into the cost of their cover.

View our full guide here

You can check this in OLP Connect at your convenience by following the steps below

  1. In the Protection Dashboard ‘Quotes & applications’ section, use the search function to find the application.
  2. Click on the application reference number to view the Application Management summary.
  3. On the summary page, you will see the client details and products.
    Scroll down to the 'outstanding evidence' section.
  4. Here, you can see the evidence we’ve received. For more details, select 'documents' in the blue navigation menu to view all issued and received items.
  5. Health Reports are linked, and clicking on them provides more information, including examination dates for Nurse Screenings

You can check this in OLP Connect at your convenience by following the steps below

  1. In the Protection Dashboard ‘Quotes & applications’ section, use the search function to find the application.
  2. The status will show as ‘live’ or ‘Live CYD Outstanding’ indicating the application is now in force.
  3. To find the policy number, click on the application reference number and you are shown the Application Management summary.
  4. Scroll down the page to the ‘Product details’ section and the policy number is shown.

Confidential Underwriting - Sometimes, we receive medical information that wasn’t included in your client’s application, which could lead to special underwriting terms. We understand it can be frustrating when we can’t explain our decision. To help, we use a ‘Confidential Underwriting’ marker in OLP Connect. You can find this marker in the client details section of the Application Management summary. If the marker shows ‘Yes’ we are unable to share the reason for the decision with you.

Private Data – Within OLP Connect, you have the option to hand-off the application to the customer for them to complete in their own time. The customer can confirm if they wish for their health and lifestyle information to be private. If they choose this option, the private data marker will show as ‘Yes’ meaning that you will not be able to view their medical disclosures.

confidential and private in olpc

You can find the decision in OLP Connect by searching for the client’s application in the Protection Dashboard.

Within the Application Management summary, scroll down to ‘Product Details’ where you can see the ‘Underwriting decision’ heading. Where applicable, the decision maybe hyperlinked and clicking on it takes you to the decision page of the application where you can view the underwriting decision and any associated changes that may have been made.

Underwriting Decision

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.

Care Concierge explained

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

Care Concierge explained

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

Managing your application

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

Care Concierge explained

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

Care Concierge explained

Cancelling a policy

Discover how OLP Connect can help you manage your client pipeline more efficiently. / 04:02

Care Concierge explained

How to get a quote

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

Care Concierge explained

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

Care Concierge explained

How to access documents in OLPC

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

Care Concierge explained

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

Care Concierge explained

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

Setting up your individual preferences

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

Care Concierge explained

How to enter a start date

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

Care Concierge explained

How to accept a decision

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

Care Concierge explained

How to start a policy

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

Care Concierge explained

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

More from Adviser Protection

Comprehensive resources for Underwriting, Trusts, and much more

Underwriting

Pre-sale support, including underwriting limits, BMI, and how to get an indication of our terms.

Trusts

Our guide to trusts, their benefits, and how to set one up for your client

Direct debit tool

View our direct debit tool and find out more

Find out more

Contact our protection sales team if you need further information about our products, or support with your business. Open Monday to Friday 9am-5pm.