Quilter Protection Service
No-one makes selling and administering protection easier
Access LifeQuote from IRESS
LifeQuote is available directly from IRESS XPlan Mortgages, where you can send the case to our Virtual Administration team once you’ve sourced a quote. Then click ‘Apply via LifeQuote’ to benefit from our virtual Administration.
Save three hours
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.
Virtual administration reduces the risk to you when selling protection, and gives you time back to focus on growing your business.
SmartCompare: Quick. Simple. Comparison Research.
Quilter advisers also have access to SmartCompare, which helps you easily, quickly and conveniently compare different protection products during the research stage. Compares term products (including whole of life), income protection and critical illness – all in one place, helping justify and support your recommendation.
Download the bespoke report and include it in your suitability wording, demonstrating your recommendation holistically in terms of product value and price. This also covers you for any compliance spot checks.