Scalability

White labelling

For larger firms, the Webline services can be white labelled with the organisation’s own colours, fonts and logos in order to reinforce the firm’s branding when an adviser uses the service. Webline’s developers will use colours and motifs to create an account that will, as closely as possible, match your group or your network’s existing branding.

Network support

Webline offers two sub-systems designed for use by financial networks, national IFAs, and other larger organisations. These are specially designed to allow a central function (e.g. a head office) to manage, control and monitor the activities of many, geographically spread users (e.g. dozens of branch offices or hundreds of individuals). The two sub-systems and their differences are briefly described below.

In both cases, the "network administrator" has special Webline facilities, enabling them to register and enable (or disable) accounts on Webline for their members / users. The administrator may also view the quote requests entered by their users, as well as track online business submissions. This is particularly useful where a network provides a help desk for its own members, for example.

Webline sub-agent system

The network sub-agent system is designed for use in a network where a main account (or master agency) is set up by the network principal with each provider. All sub-agents then use this agency and can benefit from any commission enhancements the network has negotiated.

The sub-agent firms each have a Webline account, but in this case, they are a "sub-account" of the principal. The network manager can create and disable Webline accounts – but in this case they also set the provider "panel" and determine the commission sacrifice levels (if any). Note: where network members have individual agency codes with providers (but commission rates are standard across all members of the network), this system may still be used.

Webline group system

The network group administration feature is designed for the more "traditional" type of network (e.g. a collection of introducers with independent agency arrangements). In this case, the group administrator can:

  • Register new member firms (that is, create and enable their Webline account directly, without having to submit a registration application and wait for the account to be activated by Webline).
  • Disable an existing account (should the need arise).
  • Monitor all the quotes and new business submissions made by the member firms.

Please note that this account does not enable the group administrator to obtain quotes in their own right.
With the group system, each member firm can configure their account to their own needs. This includes setting their own "panel" of providers, determining any commission discount, and setting their own "compliance text" (if they offer quotes via their website).

Special pricing, terms and conditions apply to these network administration products.