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Lifequote launches online case tracking

LifeQuote has launched an online case tracking service for all applications placed through its website.

The service means that all registered advisers will be able to track the progress of all their clients applications placed with; Bright Grey, BUPA, Friends Provident, Legal & General, Norwich Union, Scottish Equitable, Scottish Provident, Scottish Widows, Standard Life and Prudential in one place 24 hours a day, seven days a week, 365 days a year.

Once logged into the service, advisers have the option of viewing all live cases, confirming policy details and any outstanding items required by the provider; or a detailed case notes section allowing advisers to view client contact and commision details.

They will also be able to view a full case history detailing all events from receipt of the application by LifeQuote through to policy issue.

In the near future advisers will also be able to view a scanned image of the original proposal.

All information is held in a secure environment and is protected through state of the art encryption methods.

The service was developed in response to research by LifeQuote into the needs of busy advisers.

Instant access to up-to-date high quality information across all providers through one source was a constant theme amongst respondents.

Richard Verdin, sales & marketing director, says: “Our business is all about serving the needs of busy advisers and making life as simple for them as we can.

“This is yet another industry first from LifeQuote, our service is available today when others are still only talking about the possibilities.”


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