Streamline your workflow
OLPC 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.
“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
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.
Getting Started: 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
Getting Started: Bespoke your contact preferences for an application
Quick overview of how to ensure your individual contact preferences are set correctly to receive updates on your pipeline. / 01:24
Getting Started: 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
New Business: How to get a quote
Quick guide on how to get started on doing a quote on OLPC. / 02:24
New Business: Managing your application
An overview of how to manage your application on OLP Connect. / 03:38
New Business: How to requote an application
An overview on how to requote a client application in OLPC. /
New Business: How to enter a start date
A quick demo on how to enter a start date in OLPC. / 01:24
New Business: How to accept a decision
An overview of how to accept a decision if needed. / 01:24
New Business: How to start a policy
A quick overview of how to start a new policy on our system. / 01:24
New Business: Cancelling an application
An overview on how to cancel an application in OLP Connect, to ensure you keep your pipeline up to date / 02:27
New Business: How to access documents in OLPC
An overview of how to view and access documents within OLPC. / 01:24
New Business: 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
New Business: 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
Existing Business: 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
Existing Business: 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
Existing Business: 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
Existing Business: Cancelling a Policy
An overview on our brand-new cancellation feature, allowing you to cancel on behalf of your customers with ease, as far as six months ahead. / 03:36