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PRIMIS Protection Service

No-one makes selling and administering protection easier

LifeQuote provides the only end-to-end protection sales support service for advisers on the market.
Let us take the hassle away from selling and administering protection sales - so you can grow your business with less risk and more confidence.

Access LifeQuote from Toolbox

LifeQuote is now available directly from Toolbox – you will be able to send the case to our Virtual Administration team once you’ve sourced a quote in SolutionBuilder.

For more information you can watch this video

Save three hours
per case

We make administering protection as easy as possible, managing the full application: from submission to the insurer, chasing GPs and dealing with underwriters. Using us to administer your protection saves you three hours per case*, freeing you up to meet and advise more clients.

Our disclosure protection ensures we’re responsible for capturing everything needed to effectively underwrite your client’s policy, giving you confidence it will pay out when needed.

Our case tracking gives you real-time updates for your protection applications, all in one place – keeping you updated on your pipeline.

LifeQuote Administration reduces the risk to you when selling protection, and gives you time back to focus on growing your business.

Useful documents

User of SolutionBuilder?

General Documents