The enhancements are based on adviser feedback over the last two years
Insurance firm Legal & General has been making a series of major moves in the mortgage market in recent times – and now it has introduced a series of updates to its adviser protection platform, OLP Connect, aimed at improving user experience and customer outcomes.
On the back of announcing a big name appointee for its retail arm, and enhancing its payment term lifetime mortgage, the UK insurance giant, based in London, has now introduced enhancements it states are based on adviser feedback conducted from 2022-2023.
The updates are designed to align its platform more closely with the way advisers prefer to operate, it stated.
In April and May, Legal & General made initial changes to the platform’s ‘Protection Dashboard’ and ‘Existing Business Agent Hub’. On July 28, the company launched a new version of the ‘Manage Application’ feature, which has been integrated with the ‘Application Summary’ tab.
The updated ‘Manage Application’ tab is meant to ease navigation through each client’s journey, allowing advisers to monitor applications through to completion.
The tool now offers simplified navigation for product selection, address input, and customer history. Advisers can also edit application details more easily, it was stated, receive clear status updates, and see outstanding actions highlighted.
Since the update to the ‘Existing Business Agent Hub’, Legal & General said advisers have responded positively. “We’ve taken the time to listen to adviser feedback and look at how we can streamline and improve their experience with our platform,” said Julie Godley (pictured), director of intermediary, retail protection at Legal & General Retail.
“The key aim of the updates is to remove complexity and provide advisers with an intuitive, easy-to-use platform which improves efficiency with customer applications and policy journeys.”
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