Supporting you and your customers at this challenging time
Our Existing Business Agent Hub (EBAH) in OLPC keeps you informed when your clients miss payments or ask to cancel their policy. By quickly receiving this information, you have the opportunity to get in touch with them. You can understand from them the reasons behind the missed payment, remind them of the importance of the cover they have, discuss any potential changes in their circumstances and reassure your clients.
A powerful tool to help retain your customers
Please make sure the details we hold for you are correct by checking and updating your contact preferences in Agent Hub (OLPC) and ensure the Lapse Notification box is ticked.
- You will only receive an email when there are new policies at risk
- Emails will now be sent up to 3 times per week when there are policies at risk
- You can quote, apply and service your clients’ policies all in one place
- Information of any communications we’ve issued to the customer will remain on EBAH for 12 months
- You can access your clients’ policy information 24/7 available on EBAH
How it’s helped
In 2018 we saw how powerful timely notifications on the agent hub could be, when our Hero in the Middle winner (Neil Bohen) contacted his client who had decided to cancel her policy. Just months after taking it, her reason for cancelling was because, “at the time money was tight”. Neil’s actions opened up a conversation, allowing them to work together to find the right policy within budget. This ended up being a very valuable and helpful action for the client’s future, as she was later diagnosed with cancer. She shared that the pay out on her policy made a big difference for her.
In 2020 these real time notifications on EBAH have helped advisers in retaining 40,643 policies and £14,821,874 in commission. We hope the agent hub will continue to help support your business in 2021, so you can advise your clients in these uncertain times during the Pandemic, a time when clients may be experiencing a variety of difficulties.
