TMA Mortgage Club is pleased to introduce
LifeQuote as their preferred partner in helping you with your Life business. LifeQuote is a trading style of Direct Life and Pension Services Ltd, one of the biggest protection writers in the UK.
LifeQuote are specialists in delivering excellent service to busy advisers by providing you with a quoting platform with 14 of the UK’s top insurers, tele-underwriting service for all providers and administration from submission to completion. Lifequote will work on your behalf, keeping you up to date on every case, to ensure your business is on risk and you are paid as quickly as possible.
Embedded into the LifeQuote Protection Portal is “Intelligent Protection”, a unique tool incorporating a detailed protection fact find and quote & apply software, helping you and your client prioritise your client’s protection needs and automatically generating a suitability text expressing your client’s exact demands and needs.
Key Benefits to intermediaries
- Takes away the time consuming administration of cases
- Competitive commissions paid twice monthly
- Only one set of login details required without the need to register with all insurance companies
- Makes Compliance easier by creating bespoke, compliant suitability texts
- View all cases in one place making control easier
- Easy and fast to quote & compare simple protection products
- Supporting 14 of the UK’s top insurers
- Only portal in the UK able to quote and compare multi benefit plans
- Automatically tracks and records quote history for audit trail
- Tele-underwriting applications for all insurers, no more medical questionnaires to complete
- Online case tracking facility showing all protection applications in one place
- Trust administration service available
- Free to use; no joining fees or monthly charges
All new TMA Mortgage Club members will automatically be given a test log-in account for the LifeQuote Protection Portal. To retrieve these log-in details or for any questions you may have please call Luke Barber on 01243 791199 or 07810 898 652.
Existing TMA members who wish to join LifeQuote or trial the system, please complete the application form (below) or ring TMA on 0845 605 0067.
Commission Terms
For polices with a term of 12 years or more:
48 months clawback period = 171.75% of API
24 months clawback period = 153.75% of API
Register to do business
To register simply print off the application form, complete and send to Barry Dean at the address on the form.
