webline functionality

The Webline environment supports a number of products from a growing list of Providers. End users may log on to the service to obtain quotes in a typical "over the desk" scenario - our "B2B" (business to business) offering. Users may also link Webline into their own websites (where supported by the Providers) if they wish, in order to generate additional revenue, and make their sites more interactive. We term this our "B2C" (Business to Consumer) offering.

The standard Webline system is able to support a range of user types - "High Street" intermediaries (both IFA and General Insurance Intermediaries); multi-office / national brokerages; tied and multi-tied agents; and networks of various types. Once an account is set up on Webline, user firms may create as many individual users as they require, at no extra cost.

We offer special services to networks in order to help them better manage their operational environments. They may add (and disable) member / sub-agent firms, define compliance texts to appear on consumer-facing Web pages, and monitor quotes and actual business submissions - all from one window.

Webline's flexible and reliable systems architecture allows the service to expand as more users join - there are over 4,000 firms using the service, from traditional "one man bands" to 50-user call centres to networks with over a thousand members.

functionality specific to providers

Webline offers a control and reporting sub-system - InFacts - built specifically for Providers. InFacts allows Providers to perform many tasks including the following:

  • to monitor the addition of new Webline accounts as Intermediaries join the service;

  • to enable and disable specific Financial Intermediaries from quoting your products;

  • to view quote statistics and quote details by product, time periods and intermediaries;

  • to view your own response times for quote requests as compared to other (anonymous) Providers.

The data presented in InFacts is regarded by many Providers as a very valuable resource in helping to further understand their business and provides input for making important business decisions.

Standard InFacts functionality is included in the standard Webline Provider presence fee, with additional bespoke functionality built and priced on a project by project basis.


 

 

 

intermediaries

webline no:

 

user name:

 

password:

 
  log on

to join:

 register 

Best overall extranet/portal
 
 
online fulfilment
 
 
quotations
 
 
tracking
 
 
health
 
 
general
 
 
pensions
 
 
protection
 
 
investments
 
 
consultation