Capita Financial Software (Capita) today announced the addition of AXA’s Protection Account to the Webline portal’s new menu based product range – already supported by Bright Grey.
The development is in response to an industry-wide push to promote the need for protection, and will allow IFAs to consider products that offer varying levels and types of cover to suit their clients’ specific needs. AXA’s Protection Account offers guaranteed and reviewable rates across its entire product range, which includes traditional features such as critical illness, income protection, life cover and mortgage protection. Webline’s service features a multiple quote facility, which allows advisers to alter the variables in a quote, such as the length or amount of cover and the monthly premium. This also allows users to compare the Axa and Bright Grey products simultaneously where features selected are included on both products.Once the adviser has obtained their quotations, they can apply online via the provider’s extranet through the Webline portal, where the application will be pre-populated with the information already entered in order to generate the quotation. Commenting on the service, Matt Humphrey, managing director at Capita Financial Software said:"Advisers are now looking to combine elements of cover from each protection type; whether it be term assurance, income protection, critical illness or unemployment benefit, to ensure that their clients have suitable cover in place should the unexpected occur. The new service we have developed will help advisers to consider all essential protection needs for their clients."The additional menu-based protection product range is available with immediate effect for new and existing Webline users. Advisers can call 01279 756061 to activate the new functionality.
The development is in response to an industry-wide push to promote the need for protection, and will allow IFAs to consider products that offer varying levels and types of cover to suit their clients’ specific needs. AXA’s Protection Account offers guaranteed and reviewable rates across its entire product range, which includes traditional features such as critical illness, income protection, life cover and mortgage protection. Webline’s service features a multiple quote facility, which allows advisers to alter the variables in a quote, such as the length or amount of cover and the monthly premium. This also allows users to compare the Axa and Bright Grey products simultaneously where features selected are included on both products.
Once the adviser has obtained their quotations, they can apply online via the provider’s extranet through the Webline portal, where the application will be pre-populated with the information already entered in order to generate the quotation. Commenting on the service, Matt Humphrey, managing director at Capita Financial Software said:
"Advisers are now looking to combine elements of cover from each protection type; whether it be term assurance, income protection, critical illness or unemployment benefit, to ensure that their clients have suitable cover in place should the unexpected occur. The new service we have developed will help advisers to consider all essential protection needs for their clients."
The additional menu-based protection product range is available with immediate effect for new and existing Webline users. Advisers can call 01279 756061 to activate the new functionality.
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