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CASE tracking

CASE TRACKING

Real-time updates on all your cases in the pipeline, keeping you updated on the status of your client's application

the only platform for all pipeline cases - across all insurers

Regular updates for all your protection applications,  keeping you up-to-date on the status of all your cases. Our case tracking saves you time and effort, compared to managing quotes and applications across different systems and insurer websites.

We’ll keep you updated on the status of your case, via our case tracking system. This is completely unique in the market – covering all your cases, across all insurers – all in one place. Our case tracking can be accessed 24/7 for ease and convenience, and includes document storage for your application forms, terms and quotes.

You can continue to monitor your client’s cases once they’re on risk, via our management information at the LifeQuote Platform.

How Does it work?

Hand over your case to us

We complete & submit the app

Use case tracking for status updates

Email alerts for new status updates

Client's policy goes on risk