Research Consultancy

Webline provides the vital connection between our users (financial intermediaries) and the product providers. We communicate online, directly with the participating insurers, who generate quotes using their normal IT systems - so the premiums always reflect the latest rates, unlike some alternative services. Intermediaries log on to Webline, select the product type they wish to quote, and complete a simple form. Results are clearly displayed - usually in a comparative table - on the user's PC in just a few seconds.

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).

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, for example, a network provides a help desk for its own members.

In addition, Webline provides an open interface to its members and other financial software products. This means that Webline can be integrated into back office systems, mortgage sourcing platforms and other research tools, allowing the pre-population of data into the Webline quote forms and provider application forms, dramatically reducing the time spent rekeying client data. To complete the compliance and audit trail, events on Webline (quotes, illustrations etc.) can be pushed back and stored against the client record within the adviser's back office system.

Special pricing, terms and conditions apply to these network administration products. Please contact sales on 08700 248610 or sales@webline.co.uk for further information.