Home & Legacy Online - One year on!

Posted on: 27 September 2017

One year on - Home & Legacy sees significant shift in sales and broker behaviour

High net worth specialist, Home & Legacy, is celebrating the first anniversary of its online trading platform, Home & Legacy Online.

The platform has redefined the way high net worth insurance is transacted and has made it even easier for brokers to do business.

Home & Legacy's managing director, Barry O'Neill said:

"The platform has been incredibly well-received by our broker customers. The way brokers are getting quotes from Home & Legacy is changing. More than 50% of quotes now start online and on average we have offered 33% more quotes online each month in comparison to last year. This represents a tremendous shift in the way we do business".

Barry O'Neill added:

"Each month since the launch we have seen an increase in sales, with an average of 10.2% more household sales occurring each month in comparison to the previous year. Combined with the feedback received, this is all reflective of the positive difference Home & Legacy Online has made to our customers".

So, Why are so many brokers using Home & Legacy Online?

The system provides the following benefits:

  • Shorter question set for quicker high net worth quotes
  • Quote grid view for easy price comparison
  • Buy online with credit/debit card or by agency account
  • Flexibility with commission override slider
  • Search existing customer records
  • Access client documents
  • Contact us via web chat
  • Tablet Optimised

If you've not yet used Home & Legacy Online why not log in next time you need to get a high net worth quote and experience the benefits for yourself?

To request log in details, simply email: agency@homeandlegacy.co.uk



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