Advisers can see whether their cases are ‘in progress’, ‘awaiting start date’, ‘at risk’ or ‘completed’, while the system features a ‘key milestones’ filter showing what client information is required and whether it has been returned.
LifeQuote has launched a case tracking system for advisers selling protection.
Advisers can see whether their cases are ‘in progress’, ‘awaiting start date’, ‘at risk’ or ‘completed’, while the system features a ‘key milestones’ filter showing what client information is required and whether it has been returned.
Neil McCarthy (pictured), sales and marketing director, LifeQuote, said: “The new system, which is accessible 24/7 from any online device will save advisers lots of time and hassle.
“It has been designed following feedback from advisers, and in collaboration with insurers, to provide a simple, efficient and quick single, secure point of reference for all advisers’ protection cases.”
Advisers can track cases post-completion with notifications of direct debit cancellations and lapses.
They can also viewa full administration history of completed casesas well as details of commission payments.
