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How to check your agency code if Webline gives you a warning message 'no response'
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How to check your Webline settings if there are no quote response
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You can quote on joint life on a last survivor basis for a whole of life policy. When you have filled in client A and client B details, you need to select the 'cover basis' to be 'joint last survivor' as shown in the screen shot below. The dropdown...
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I cannot connect to a provider's extranet site to e-apply / buy now
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Sometimes, although very rarely, something can go wrong. If you get an error which you do not know what has caused it after checking yourprovider panel, agency codes or commission settings, gather as much details as you possibly can (including scree...
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How to check that providers and products are enabled in your panel
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How to fix 'agency number mismatch' on Webline
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Fund Options The bond currently has five fund options. You can only choose one fund option at a time when investing in the bond. Switching You can change your fund option free of charge up to three times for each policy year but if you do ...
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This article is a continuation of Switching - Creating within a client record For further information on Switch research, see article Switching - Add Ceding Scheme ...
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This article is a continuation of Switching - Add Ceding Scheme . Pull through a holding created with the contact record to use as a Ceding Scheme in Switching Research. To add a Ceding scheme, click + Add Ceding Scheme:
Click Use...