Legal & General has updated its adviser protection platform, OLP Connect, to improve user interface and lead to better customer outcomes.
Following updates made in April and May to the protection dashboard and existing business agent hub elements of the platform, Legal & General launched a new version of the manage application feature this week (July 28).
The new feature has now been merged with the application summary tab to create one simple design to improve efficiency.
The updates stem from adviser feedback gathered through research between 2022 and 2023, meaning that the updates “reflect” the way advisers want to work to support customers and develop their businesses.
Legal and General Retail director of intermediary, retail protection, Julie Godley, said: “It’s fantastic to be launching further updates to our OLP Connect protection adviser dashboard system.
“We’ve taken the time to listen to adviser feedback and look at how we can streamline and improve their experience with our platform.
“We understand the importance of providing systems that are easy to use, to allow you to protect customers as soon as possible.
“The key aim of the update is to remove complexity and provide advisers with an intuitive, easy-to-use platform which improves efficiency and with customer applications and policy journeys.
“Continuing to enhance and streamline our processes and platforms is a core priority for use to aid our intermediary partners with their businesses and to ensure better customer experience and outcomes.”
The manage application tab allows simple navigation of each customer’s journey.
Advisers can track each application to completion with a 360 degree view of the underwriting process, ensuring protection is in place as quickly as possible.
The updated tool provides simplified navigation to product selection, addresses and customer history.
Advisers can also edit application details “with ease”, while providing clear status updates and highlighting outstanding actions.
tom.dunstan@ft.com
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