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Training Videos

Training Videos

We want to make it as simple as possible to use our system effectively, so we've put together some quick to view videos showcasing the key areas of the LifeQuote Portal.
Whether you want to learn how to source quotes, track your clients or utilise our integration routes, you'll find a video guide here to help you through the process.
For any additional questions contact our Sales Support Team on 01243 791199.

Introduction to LifeQuote's tools

A quick overview of LifeQuote’s tools from research to quoting and submission.

Case Tracking

Log in to your real time case tracking for updates on your cases and access to important documents.

Multi Quote

Watch this short video to see how this tool will save you hours of research and deliver quotes from all of the insurers, across a broad selection of products, in one single request.

Custom Multi Benefit

Watch our training video to see you can build a Protection solution for your client. We compare packaged benefits against the most competitive individual prices available, providing invaluable research for you and your customers.

Income Protection

Watch our training video to see how you can run quotes for Long and Short term Income Protection. You can choose whether the contracts are quoted on a level or escalating basis. Definitions are given in the research so you know exactly what definition of disability is being offered and split deferred quotes are also supported.

Business Protection

Watch our short training video to see how LifeQuote offers you the platform to deliver quotes for Key Person Cover, Business Loan Protection, Partnership/Shareholder Cover and Relevant Life (with or without critical illness cover)

Submit Alternative Quote

This tool gives advisers the ability to apply and use our admin services for any quote, even if quoted directly with an insurer or from another portal.

Whole of Life

Whole of Life gives you a comparative service on both single and joint life bases. Where joint life is chosen we provide quotes on a first event and second event basis and plans can be indexed as well as being shown with and without waiver of premium.

Submitting applications

Our application process consists of a few simple screens to submit any protection application. Regardless of plan type, how many benefits selected or individual underwriting requirements, the LifeQuote team will manage them all for you.

Apply Online

Use our two apply online routes to complete the application yourself or send a link to your client for them to complete.

Using LifeQuote with iPipeline

You can now use our application and administration service through iPipeline's SolutionBuilder.

Using LifeQuote with IRESS The Exchange

LifeQuote is now integrated into IRESS The Exchange for quoting and applying.

Using LifeQuote with XPLAN Mortgage

You can now use our application and administration service through XPLAN Mortgage.

USING LIFEQUOTE WITH Toolbox

LifeQuote is now integrated into Toolbox so you can now use our application and administration service.

Decision in Principle

A small amount of pre-sale research can help management client expectations but also help reduce declined applications. Complete one online form with your client’s medical information, before sending this to all insurers to assess and respond with an indication of acceptance.

Non-Medical Underwriting Limits

Use LifeQuote's non-medical Underwriting Limits tool to see how much cover your clients can have before medical or financial information is required.

Online Trust

The initial launch sees online trusts available with Legal & General and Aviva and is accessible via the Telephone Application and Submit Alternative Quotes routes.

SmartCompare

SmartCompare provides a fact-based matrix of information to help you easily, quickly and conveniently compare different protection products during the research stage – helping you offer more holistic advice.