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Portal Services and Integration

At LV= we believe a strong portal offering and integration with adviser back office systems is one of the many ways to make it easier to do business with us.

Avelo, Webline, Assureweb and Trigold Crystal

Portals

We're partnered with the main market leading portal services providing comparative and client specific quotes as well as integration with application facilities for our core products.


Portal quote services and extranet links

Quote Quotes

Quotes and extranet linking (for applications)Quotes and Extranet linking for applications

Not availableWe don't appear on this portal for this service 

Product type

Avelo

Assureweb

Webline

True Potential

Lifequote

Life Protection

Tick + extranet link
quote and extranet link
Quote and Extranet Link
Quote and extranet link
Quote

Critical Illness

Tick + extranet linking
quote and extranet link
Quote and Extranet Link
Quote and extranet link
Quote

Income Protection

Quote and extranet link
Quote and extranet link
quote and extranet link
Quote and extranet link
Quote

Budget Income Protection

Quote and extranet link
Quote and extranet link
quote link
Quote and extranet link
Quote

Whole of Life

quote
Not available
Quote and extranet link
Quote
Not available

With Profits Annuity

Quotes
Quote
Quote
Not available
Not available

Enhanced Annuity

Quote
Quote
Quote
Not available
Not available

Fixed Term Annuity

quote
Not available
Not available
Not available
Not available

Equity Release

quote
Tick
Not available
Not available
Not available

Gift Inter Vivos

quote
Not available
Not available
Not available
Not available

Family Income Assurance

quote
Not available
Not available
Not available
Not available

Full Flexible Protection Plan menu options

not available
Not available
Not available
Not available
Quote

Integration

Mortgage Sourcing

Trigold Crystal Prospector AAA is a market leading mortgage sourcing software platform providing end to end systems for mortgage advice.  We're proud to be integrated with them for our Mortgage & Lifestyle Protection product allowing prepopulation of client information into our quotation facilities. In addition, once you submit a case for tele-interview, plan information is automatically re-populated into a generated Key Facts Illustration.


Back office software

We offer pension valuation integration with the industry's major adviser back office systems including 1st software, Best Practice, Intelliflo and True Potential.


For more information and to compare e-services available please visit Adviserwise.com.

Applying online

When applying through a portal you'll need to sign in using your LV= Extranet sign on details.  This will either be your email address and password or Unipass certificate, whichever you normally use with us.

You'll be able to view your business list by logging into this extranet and accessing our secure services.

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