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Book a tele-interview when it's convenient for you

Tele-interview online booking service

Following on from your application, you can now book a convenient time for your tele-interview appointment. This is a normal part of the application process and is often simpler and quicker than completing a written application form. It can also be quicker than us having to obtain medical information from your GP.

Our expert interviewers will take you through the questions we need to ask, and are also there to answer any questions you may have on what you do and don’t need to tell us.

You can book an appointment for up to 5 days in advance and are available Monday - Friday 8:30am – 9.00pm and Saturday 9am - 5pm. As soon as you’ve made your appointment, you’ll receive confirmation via email and or mobile (if you’ve provided us with those contact details). The email will also contain a link should you need to reschedule.

Please make sure you get your policy reference number and policy type from your financial adviser before booking.

There are two types of tele-interview:

  • Initial tele-interview - an alternative to you or your adviser completing the paper application or online questions
  • Targeted-tele-interview - needed when you or your client has already answered the application questions and something has flagged up to our underwriters that we need more information

0800 678 1896

TextDirect: first dial 18001

8.30am - 6.30pm Monday - Friday

Email us on tele.interviewing@lv.com

We may record and/or monitor calls for training and audit purposes.

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If you have any questions, please take a look at our ‘frequently asked questions’ below or feel free to contact our tele-interview team directly.

Making an appointment for an initial tele-interview.

This will take about 30 minutes

Making an appointment for a targeted tele-interview.

Please only select this option if you’ve already completed your application but we’ve advised you we need further information. This appointment will take about 30 minutes. We’ll call you within two hours of your chosen appointment time.

Please select ‘Targeted tele-interview’ from the first drop down box.

You may experience some difficulties on some mobile devices when using the booking system. If you do, please switch to a tablet or computer instead. We're working on improving the experience for mobile phone users.


Frequently asked questions

What's the difference between an initial tele-interview and a targeted tele-interview?

An initial tele-interview is where we gather the information we need to process your application. We ask you questions about your current and previous medical conditions, lifestyle behaviours, as well as your family history.

A targeted tele-interview happens when you or your financial adviser have already completed either the paper or online application questions and something in your application means we need more information. This could just be related to the amount of cover you apply for.

How soon can I book an appointment?

You can book your appointment immediately; all you need is the policy number, and policy type, given to you by either us or your financial adviser. You can book an appointment one hour after your application has reached us, and up to 5 days in advance. Please contact us if you need to book an appointment later than this.

Is the online booking system secure and my details safe?

LV= has rigorous security controls in place. The system is secure and we will only hold your name, phone number and policy number. No personal or medical details are stored or connected to our booking system.

Will I receive confirmation of my booking?

You’ll receive an email confirmation from us once you’ve made your appointment. We’ll also send you a text message reminder before your appointment (if you’ve provided us with a mobile number). We’ll contact your financial adviser if you haven’t made your appointment within two days of your adviser sending us your application; this is just to make sure everything is ok.

What if I need to amend the appointment I’ve booked?

After you’ve made your booking you’ll receive an email containing a link to the booking system which allows you to re-book. All you need is your policy number and email address. Alternatively you can phone or email us on 0800 678 1896 between 8:30am and 6.30pm Monday to Friday, or via email at tele.interviewing@lv.com.

Do I need to prepare anything in advance of my appointment?

It will really speed things up and mean that we should only need to make one call, if you have read our ‘How to prepare guide’. Having the relevant information to hand will make the appointment a lot quicker. We may need to know about your medical history going back 5 years. And it will help us if you have information on your previous and current medical conditions, immediate family medical history and your doctors / consultants details. We may also need to know about any current protection insurance policies you have with us or another provider.

You can view or download our Tele-interview how to prepare guide.

How much time should I allow for my appointment?

The average length of an interview is between 20 and 30 minutes for each appointment. The more information you have to hand, then the shorter this time should be.

For Targeted Tele-interviews we’ll call you within two hours of your chosen appointment time.

What do I do if I’m taking out a policy for me and my partner?

If the policy is a joint life application, you will need to book two appointments – one each. These can be one after the other or separately but not at the same time.

What happens once the tele-interview has finished?

We'll let you know the next steps at the end of the call, this could be the outcome of application or if we need to refer your application to our underwriting team to assess further.

Are there any advantages of me using the online booking system?

This way is usually quicker than submitting a paper application and allows you to ask us questions at the same time. Our experts are trained in dealing with sensitive medical information and we make sure that we only capture the information required to complete your application.

It also means you can book an appointment at a time that is convenient for you.

Is there someone I can talk to if I have any questions?

We hope you find our online booking system intuitive and straightforward, but if you do encounter any problems or have any questions, please contact our tele-interview booking team on 0800 678 1896 between 8:30am and 6.30pm Monday to Friday or via email at tele.interviewing@lv.com

FOR UK FINANCIAL ADVISERS ONLY
LV=, County Gates, Bournemouth, BH1 2NF, UK