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** Webline is now provided free of charge to users of CCD **
Webline is a specialist
IT services company supporting the financial services marketplace
and is one of the UK’s leading quote and apply portal.
A range of very cost effective and easy-to-use Web-based quotation
and fulfilment services is offered. Quote forms are clearly laid
out, and ask for the minimum amount of data in order to show you
comparative premium quotations.
Our integration with the Quay Software Client Care Desktop
(CCD) system enables you to easily obtain quotes directly
from the client record. Enter your Webline
log on details once into the System Setup section - you will then
be able to click through from a number of client interfaces and
automatically be logged into your Webline
account and a quote form opened with the client details pre-populated.
Webline is currently
supported by the following financial institutions covering Protection,
Health, General Insurance, Investment, Pension, Annuity, and Traded
Endowment products:
Life, Pension, Investment, General Insurance
and Health Providers:
AXA, BUPA, Bright Grey, Friends Provident, Health-on-Line, Hitachi
Capital, Legal & General, Liverpool Victoria, Norwich Union,
Prudential, Scottish Equitable, Scottish Provident, Scottish Widows,
Skandia, Special Risks Bureau, Sterling,
Sterling Life, Standard Life, Synergy, Unum Provident
Traded Endowment Services
1st Policy Company, AAP, Policy Plus International, WayMoss Online,
Neville James
How Webline can help you –
- Obtain comparative quotes from major Providers in just a few
seconds
- View key features/facts and personalised illustrations
- Submit applications electronically (usually with increased commission)
- Track all historic quotes and electronic new business applications
from a single Webline window
- Compare up to 3 different types of policy at one time with our
new Multi Policy Analysis Tool
How you can do it
- All you require is a PC with Internet access and Adobe Acrobat
reader (There is no additional software to download or maintain)
- This means you may work from the office, from home, from a lap-top
PC
- Simply register for our services at www.webline.co.uk
- Your account is confirmed and activated the next business day
Additional features
- You can optionally add Webline links to your own website to
offer quotes to consumers
- Create additional log-ons for each user in your firm (at no
extra charge)
- Request a free listing in our intermediary directory if Webline
quote forms are used in your website – as an IT firm we
refer consumer enquiries to our users.
Company details
eMail: QuayContact@webline.co.uk
Helpdesk – 0870 0246 810
Web: www.webline.co.uk
To register now for your free 30-day trial please click
here
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