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Select Users > Edit Your Details: ...
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By selecting this option, you can add new user accounts for Webline for your firm. Enter the new user details, selecting the relevant Logon Type : ‘Vendor Administrator’ – will allow the user to access all the settings area and customise Webl...
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Use this screen to view a summary of your account details including contact name, email and company address. ...
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This address should match the address registered with the providers in your agency agreements. It is very important that this is correct, particularly your post code. ...
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If you would like any applications downloaded from your website, to be sent to a different address to your registered address, you may enable and enter a business reply address on this page. ...
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For certain providers, you must enter your agency codes to receive quotes. It is good practice however to enter all of them when setting up Webline. Selecting Agency Codes will display a table listing all the providers. ...
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Within Commission Settings , select the product type which will display list of providers. Webline gives you the facility to set the value of commission you would like from each product provider for the product type. Each quote of that type w...
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This is used if you are displaying our quote service on a consumer facing website and will display your compliance text to the consumer when they are obtaining a quote. Select Compliance Text and the product category. ...
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We provide some general support details under Info , for example user guides, contact details and glossary. Select the relevant area from the toolbar. ...
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When you first register with Webline, any quotations you request will, by default, be requested from the insurers with 100% commission (i.e. no commission sacrificed). It is possible to set the value of commission you would like from each product p...