Guidance on our systems and products
Find out how to use our online systems with these short how-to videos. Get familiar with some of the different features in OLP Connect and Agent Hub, including resources to help you sell your products.
OLP Connect and Agent Hub
Introduction to Agent Hub
Duration: 1 minute
A quick overview of how to track applications within OLP Connect.
Introduction to Agent Hub: Overview page
Duration: 1 minute
Get to know the OLP Connect overview page, which shows client, product and adviser information all in one place.
Introduction to Agent Hub: Progress bar
Duration: 1 minute
How to keep track of individual application journeys with progress bars.
Introduction to Agent Hub: Keeping you in the loop
Duration: 1 minute
See how the progress bar gives you a view of any evidence requirements by product.
Introduction to Agent Hub: Putting a policy on risk
Duration: 1 minute
A quick overview of how to put a policy on risk once a decision has been made.
Introduction to Agent Hub: Next steps
Duration: 1 minute
How we keep you up to date with changes made by your client after an application has gone through.
How to start an application in Agent Hub
Duration: 1 minute
How to start and submit a policy application in OLP Connect Agent Hub.
How to view and manage existing business in Agent Hub
Duration: 5 minutes
How to view existing business on OLP Connect Agent Hub, plus tips on how to use the system effectively.
How to monitor lapses and cancellations in Agent Hub
Duration: 8 minutes
How to use tools in OLP Connect Agent Hub to check whether your client cases are at risk of lapsing or cancellation.
Our products
Introduction to Umbrella Benefits
Duration: 30 minutes
Get to know Umbrella Benefits, added-value services and optional benefits, and how they can help your clients.
Introduction to Wellbeing Support
Duration: 1 minute
From the day the policy begins, your clients have access to Wellbeing Support, provided by RedArc Assured Limited directly, for practical and emotional assistance.
Introduction to Fracture Cover
Duration: 1 minute
Fracture Cover is there when your client has an unexpected injury, like a slip on the stairs, car crash or a fall outdoors. It's there to help with the extra costs an injury can cause, such as childcare, travel costs or equipment for mobility.
Introduction to Private Diagnostics
Duration: 1 minute
Gives your clients access to some of the UK's top consultants and diagnostic testing, with results provided in just a few weeks. Available for an additional £4.50 a month.
Introduction to Rehabilitation Support Services
Duration: 1 minute
Rehabilitation Support Services gives your clients access to our UK-wide team of clinical healthcare experts, to support their quicker return to work following a valid claim. it's included as standard on our income protection products.
Enhance your Income Protection selling skills
Duration: 30-40 minutes
Find out how you can improve your income protection sales skills for more effective client conversations.
Introduction to the Relevant Life Plan
Duration: 30 minutes
Find out how Relevant Life Plans work, the tax position, and where it fits into your advice process.