What would make your working life easier? Could it be avoiding making unnecessary telephone calls? Could it be spending less time on administration, freeing up more time to help improve your clients’ experience?
Well good news! The new enhancements to OLP Connect have been designed to make life easier for you and your clients. We believe this latest tranche of changes will streamline applications and give you a truly versatile system with which to help keep clients protected.
Here’s a quick overview of the changes:
- Complete control of your pipeline management – including an up to date and accurate status report, illustrating the progress of your applications across each stage of the new business process.
- Track individual application progress – “two clicks to find your clients’ apps” – application status summary available in two clicks, meaning it’s now quicker and easier than picking up the phone. You can also see applications with specific outstanding items e.g. medical evidence.
- Online ‘ready to start’ letters reducing paper correspondence – we’re not changing our process but we are changing the new business ‘ready to start policy’ letters to emails.
- Increasing cover letters – where clients have indicated that they want a digital journey, the existing letter that is sent as a result of the Retail Prices Index review will be replaced by an e-mail and notification.
These changes will put you in complete control of your pipeline of applications, removing the need for you to chase for updates or be left wondering exactly what items are outstanding.
To help you make the most of the changes, we’ve developed a step by step guide and a new video. Visit our Adviser Centre now to access these and for more detailed information on the enhancements.
