LifeQuote introduces protection case-tracking system

'Single point of reference'

clock • 1 min read

LifeQuote has launched a new case-tracking system with real-time updates on all protection insurance cases.

Advisers can now see, in a summary view, the status of all protection applications from all insurers in one place, whether ‘in progress', ‘awaiting start date', ‘at risk' or ‘completed'. In addition, the system provides enhanced details of all live cases, including all correspondence with clients, and a new ‘key milestones' filter enabling advisers to see what client information is required and whether it has been returned or not. Advisers can also track cases post-completion with notifications of direct debit cancellations and lapses. Details of commission payments are available a...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Individual Protection

Cover Excellence Awards: Intermediary shortlists revealed

Thursday 10 October, The Brewery, London

Cover
clock 12 August 2019 • 1 min read

How the Apollo 11 crew obtained their life insurance

50th anniversary of moon landing

Adam Saville
clock 19 July 2019 • 1 min read

CII chief issues call for Insuring Women's Futures ambassadors

‘Talk to 10,000’

Adam Saville
clock 04 July 2019 • 1 min read