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 (OLPC)
How to access documents in OLPC
Duration: 1.21 minute
An overview of how to view and access documents within OLPC.
How to get a quote on OLPC
Duration: 2.25 minute
A quick guide on how to get started on doing a quote on OLPC.
Completing a discretionary trust
Duration: 7.28 minute
An overview of how to fill in and complete an trust form within OLPC.
Setting up your contact preferences
Duration: 2.52 minute
Quick overview of how to ensure your contact preferences are set correctly to receive updates on your pipeline.
Setting up your individual preferences
Duration: 1.13 minute
Quick overview of how to ensure your individual preferences are set correctly to receive updates on your pipeline.
How to amend an application
Duration: 3 minute
A quick demo on how to amend an application in OLPC.
How to accept a decision
Duration: 2.42 minute
An overview of how to accept a decision if needed.
How to start a policy
Duration: 2.41 minute
A quick overview of how to start a new policy on our system.
How to reinstate a direct debt
Duration: 3.16 minute
A quick demo on how to reinstate a policy if the direct debt has been cancelled or lapsed.
Hand off
Duration: 3 minute
An overview how to utilise the hand off, what you will see and your customer can expect to see when they go to complete the questions, then how you can complete the submission of the application.
Our products
Introduction to Umbrella Benefits
Duration: 30 minutes
Get to know Umbrella Benefits, our 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.
Help and advice
How to prepare for a protection meeting
Duration: 1 minutes
This short animation covers how to prepare for a protection meeting with your clients.
Make the most of your re-mortgage appointment
Duration: 1 minutes
Prepare for your mortgage appointment with help on finding the best mortgage, potentially savings thousands of pounds.
Get the most out of your mortgage appointment
Duration: 1 minutes
Get the most out of your mortgage appointment with tips on how to prepare for your appointment to get the most out of your new home.