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Five years of Home & Legacy Online

Date published: 24 September 2021

Home & Legacy Online would not be what it is today without you – so thank you for continuing to use our online services over the years.

Our recent survey of users revealed that for most of you, the best thing about Home & Legacy Online is the ease/simplicity of getting quotes. Sixty percent of positive comments mentioned this and only one percent would not describe Home & Legacy Online as ‘easy to use’.

During our survey we also discovered a few key things we should remind you about Home & Legacy Online. So here are some top tips to make our platform work harder for you!

What started out as an e-trading platform has grown into more. You can search for a client, report a household claim, or check on the latest status of an existing household claim. You can also access customer documentation, safely and securely; quote letters, renewal documentation and schedules are all available on the document portal. And it is the same username and password for all of this functionality.

We want to make logging in to Home & Legacy Online as straightforward as possible. In the survey some brokers mentioned some issues which can be easily resolved, so remember:

  • You can log straight in using the log-in button displayed on the top right of our site. 
  • You could save the login link as a favourite on your computer. 
  • Your username is your email address so it's easy to remember.
  • You don’t have to keep the password we generate for you – change it to one that is easier for you to remember if you wish.
  • We will request that you change your password every 3 months – that is for essential security reasons, but we will always prompt you and you’ll be in control of what you change it to.

Did you know, when you use Home & Legacy Online to access customer documentation, you can use a simple ‘Email docs’ function which is quicker than downloading?

Brokers requested this specific function, both in our survey and prior, and the functionality allows brokers to email the documents either to themselves or even straight to customers.

Find a more detailed description of how to use that function, by reading our article 'Email documents from our Online Document Portal'. 

Home & Legacy Insurance Services Ltd is a wholly owned subsidiary of Allianz Holdings plc and is registered in England number 3007252. Registered office: 57 Ladymead, Guildford, Surrey GU1 1DB. Home & Legacy Insurance Services Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register number is 307523. Please note that telephone calls may be recorded for training and/or monitoring purposes.