"The new system, which is accessible 24/7 from any online device will save advisers lots of time and hassle."
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 that enables 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 also available as a new feature and a full case administration history of completed cases.
The new case tracking system also includes confirmation of commission to be paid and date paid, access to all documents including online applications, terms and quote research, and a full case history plus notifications of next actions.
Neil McCarthy, sales and marketing director at LifeQuote, commented: “The new system, which is accessible 24/7 from any online device will save advisers lots of time and hassle. It has been designed following feedback from advisers, and in collaboration with insurers, to provide a simple, efficient and quick single, secure point of reference for all advisers’ protection cases.”
