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Once you have decided on the product to be recommended to the client, click on the Documents button in the Info column to obtain the clickable links to the Personalised Illustration and other quote-related documentation. These documents...
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Once all the available quotes are available to you, you can view more information on any of the individual quotes by using the Info column.: Here you can view the variation, documents, notes and commission for the individual quote: For exa...
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All pieces of work are automatically saved when working through Webline. If you wish to recall a quote which you did previously, click on the Find button at the top left of the screen. Find becomes highlighted and a small Search box opens, in wh...
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To view or print Provider documents, click on Provider Documents within the More tab. Within this section, you will find a list of providers. Click on the provider required and their available documents will be displayed, as shown in this exa...
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The Help tab on the top right of the screen, provides you with access to the KnowledgeBase, Documents, Terms and Conditions for Webline and the Cookie Policy. ...
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Your browser does not support HTML5 video. This video will take you through the Webline Protection journey, showcasing the new and improved user interface. Please note: Our Support Team number has updated to 0808 164 5463 Option 1 ...
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Within the Results screen, you are able to see products grouped together by provider: This allows you to compare all of a provider’s products against each other. Select ‘See more products from’ to maximise this view: You can also select ‘See...
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Your browser does not support HTML5 video. ...
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Your browser does not support HTML5 video. Use the Critical Illness table in Webline to check which providers cover specific conditions and any notes the provider has supplied. ...
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Your browser does not support HTML5 video. Make rapid commission term amendments on a quote-by-quote basis within the quote form. ...