Articles
Creating Quotes - Term Assurance
This will allow you to create a straightforward comparison term quote on level, decreasing or increasing basis for life and critical illness. In a few seconds Webline obtains quotes from the providers and displays them by default with the cheapes...
Creating Quotes - Business Protection
This will allow you to create a comparison term quote for business protection. The functionality is the same as ‘Term Assurance’ quotes. See article - Creating Quotes - Business Protection ...
Creating Quotes - Term Additions
This will allow you to create a comparison term quote for joint clients on a joint basis and two single life bases. The quote details only need to be entered in once and it will return three quotes, allowing you to quickly and easily compare the pre...
Creating Quotes - Whole of Life
This area will allow you to create a comparison whole of life quote.
Creating Quotes - Multi Benefit
This will allow you to create comparison and single company quotes for the providers that have their multi benefit quotes available on Webline. This guide will do a comparison quote but the functionality will be similar when doing single c...
Creating Quotes - Multi Policy
This area will allow you to create up to four comparison quotes within the one quote request. You can do one quote request to quickly and easily compare premiums for different types of policies, for example the difference between a life only policy ...
Creating Quotes - Income Protection
Select health and income protection from the left hand menu. The income protection quote form will be displayed. Enter the client and product details. At the bottom of the comparison table the Show Printable and Get PDF options will ...