Using Webline

Webline can be accessed from any computer with an internet connection. There are no downloads required to use the software.

For everyday quotes

  • When working with clients, simply connect to the Internet with your web browser, go to the Webline home page, then enter your Webline number, username and password to log on to the system.
  • You can then select the product you wish to quote, enter the client details, and request a comparison (or a single provider quote – e.g. for an investment bond). In a few seconds, the results are displayed, and may be printed if required. These results are also stored in the Webline database for your future reference.
  • A few more personal details of the applicant(s) are then required in order to obtain a full personalised illustration for the client(s). Key features documents and proposal forms are also available online for convenience (with applications being automatically stamped with your agency details).

Sacrifice a percentage of your commission

  • You may do so in your Webline profile. This can be for every quote, or just for a specific quote.

Business to consumer quotes

  • Webline is easy to link into your own website, if you wish, to offer quotes to consumers.
  • Your web developer inserts the simple links (detailed in your registration document) into your website – one link for each product type (term, income protection, pensions, etc.).
  • The "look and feel" of the Webline pages within your site can be quickly tailored to fit your company's own image using "style sheets". We can also add your website to the free Webline directory – browsed by thousands of consumers – to increase the chances of someone using your site.
  • Your clients and visitors to your website may now obtain their own quotes via the Webline links. (Note: the Webline system "knows" which website is using the quotation service, to ensure all your clients' quotes are logged in your Webline account).
  • The end user enters their details, obtains their quotes, and selects the best option for them. "Notes" may sometimes be provided by the insurers to explain certain options. The service provides key features documents, personalised illustrations, and proposal forms, all from one convenient point.
  • A consumer completes the proposal and posts it to the intermediary. (Note: these forms are stamped with your agency details to ensure you get your commission, even if the form is mailed directly to the insurer by mistake).
  • Alternatively you can choose to allow visitors to your site to apply online using Webline’s generic online application form. This form captures most of the data required in a life insurance application form and once submitted by the client, the information is stored in your Webline account. You receive an email alert from Webline confirming the application. You can then log on to your account, view the data and complete the missing information (generally the answers to the health questions) with the client over the phone.
  • Set your own provider / product panel for consumer facing quotes.
  • Set commission sacrifice levels, by product and provider to support marketing campaigns.
  • Define compliance text for any consumer-facing web pages.
  • Maximise the number of consumer enquiries to your site by request a free listing in our intermediary directory (if Webline quote forms are used in your website).

Electronic submission of new business

  • Webline provides two methods of submitting new business to providers – known as "extranet" and "PAC" (Product Application Component – an ORIGO standard) submissions.
  • Intermediaries are able to complete an online PAC application form (where supported by providers) during the normal quotation process.
    • Once the personal illustration has been generated, you can elect to complete the application online. The quote details already captured by Webline will be automatically placed into the application form for you. You then continue to complete the missing sections.
    • The forms are error-checked – to ensure that mandatory fields have been completed, for instance.
    • You may save part-completed applications and finish them at a later date. On submitting the application to Webline, a "PDF" (document) of the final application is generated. You may download this to save it and/or print it, or you can refer to it later via Webline. At the same time, your application form is forwarded to the provider, who will acknowledge its safe receipt in their system. Some providers offer enhanced commissions for business that is submitted this way.
  • The second method of submitting new business is via the providers’ extranets (where supported by providers).
    • This enables an intermediary to pre-populate quote data in to a provider’s standard extranet submission system. The application process then follows the normal extranet processing route.
    • Once sent, you may track your submission via Webline as usual. Again, some providers offer enhanced terms for these electronic submissions.

Business tracking

    • You can log on to Webline at any time, 24 hours a day, to view your own quotes, as well as all quotes requested via your website. If clients have entered their contact details at the time of requesting the quote you can, if you wish, contact them to follow-up their potential business, of course.
    • By logging on and reviewing any previous quote / illustration, you can check the commission values attributed to each piece of business on Webline. You will receive your commission from the insurer in the normal manner.