Prepare for your adviser appointment
If your income changed because of an accident or serious illness, your adviser will be able to help, whether you’re renting or own your home. Learn what's needed to prepare for your appointment.
How to prepare for your mortgage appointment
Get the most out of your mortgage appointment with tips on how to prepare for your appointment to get the most out of your new home.
How to prepare for your re-mortgage appointment
Prepare for your mortgage appointment with help on finding the best mortgage, potentially saving thousands of pounds.
Wellbeing Support
From the day the policy begins, your clients have access to Wellbeing Support, provided by RedArc Assured Limited directly, for practical and emotional assistance.
Rehabilitation Support Service
Rehabilitation Support Service gives your clients access to our UK-wide team of clinical healthcare experts, to support their quicker return to work following a valid claim. It’s included as standard on our income protection products.
Private Diagnostics
Access some of the UK’s top consultants and non-invasive diagnostic testing for cardiology, oncology or neurosurgery referrals. Available for an additional £4.50 a month on life insurance, critical illness cover, income protection and rental protection.
Fracture Cover
Fracture cover is there when your client has an unexpected injury, like a slip on the stairs, car crash or a fall outdoors. It’s there to help with the extra costs an injury can cause, such as childcare or travel costs. Available for an additional £5.90 a month on life insurance, critical illness cover, income protection and rental protection.
Introduction to Agent Hub
Duration: 1 minute
A quick overview of how to track applications within OLP Connect.
Introducing our simplified overview page
Duration: 1 minute
Get to know the OLP Connect overview page, which shows client, product and adviser information all in one place.
Introduction to Agent Hub: Progress bar
Duration: 1 minute
How to keep track of individual application journeys with progress bars.
Introduction to Agent Hub: Keeping you in the loop
Duration: 1 minute
See how the progress bar gives you a view of any evidence requirements by product.
Introduction to Agent Hub: Putting a policy on risk
Duration: 1 minute
A quick overview of how to put a policy on risk once a decision has been made.
Introduction to Agent Hub: Next steps
Duration: 1 minute
How we keep you up to date with changes made by your client after an application has gone through.
How to start an application in Agent Hub
Duration: 1 minute
How to start and submit a policy application in OLP Connect Agent Hub.
How to view and manage existing business in Agent Hub
Duration: 5 minutes
How to view existing business on OLP Connect Agent Hub, plus tips on how to use the system effectively.
How to monitor lapses and cancellations in Agent Hub
Duration: 8 minutes
How to use tools in OLP Connect Agent Hub to check whether your client cases are at risk of lapsing or cancellation.