Legal and General (L&G) has made changes to its adviser protection platform, OLP Connect, in response to feedback.
The changes have been made to improve the user interface and lead to better customer outcomes, L&G said.
The firm collected feedback from advisers over 2022 and 2023 to update the platform with features that reflected how intermediaries wanted to work and develop their businesses.
It has launched a new version of the ‘manage application’ feature to merge it with the ‘application summary’ tab. This was to create a straightforward design and improve efficiency.
The ‘manage application’ tool gives an overview of each client’s customer journey and advisers can track applications through to completion, with a full view of the underwriting process.
L&G said this would give advisers a simple way of selecting products, addresses and customer history. Advisers can amend application details, give status updates and raise any outstanding actions.
Since L&G updated its ‘existing business agent hub’, the firm said advisers had praised the tool. Some advisers said the changes would help with “assisting our clients to keep their cover” and said the platform was “exactly as it should be – useful and simple to use”.
The hub allows advisers to manage existing client relationships throughout the policy lifecycle and allows them to set up notifications when a policy is at risk to enable them to meet clients’ needs quickly.
The firm said the OLP Connect platform would go through further updates in the coming months.
Listening to advisers
Julie Godley (pictured), director of intermediary, retail protection at Legal and General Retail, 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 updates is to remove complexity and provide advisers with an intuitive, easy-to-use platform [that] improves efficiency with customer applications and policy journeys.
“Continuing to enhance and streamline our processes and platforms is a core priority for us, both to aid our intermediary partners with their businesses and to ensure better customer experience and outcomes.”
Shekina is the deputy editor at Mortgage Solutions and commercial editor at Mortgage Solutions and Specialist Lending Solutions. She has nearly eight years of experience in the B2B publishing market, having previously covered the hospitality, retail, pet, accounting and jewellery sectors.
Shekina has worked for Mortgage Solutions and Specialist Lending Solutions for almost five years. Here, she covers the market’s breaking news stories, engages with professionals in the sector, and oversees any commercially agreed content in partnership with mortgage-related companies.
This includes presenting webinars and hosting roundtable discussions on developing themes in the mortgage sector.
She is an NCTJ-trained journalist and was nominated for the Headline Money Awards Mortgage Journalist of the Year in 2021.
In her spare time, Shekina likes to read, travel, listen to music and socialise with friends.
She currently reports on current events in the mortgage market and liaises with financial clients to produce sponsored content.
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