On-line Quotes / Sales
These Add-ons are designed to enable visitors to your website,
whether enquirers or clients, to get a quotation for their chosen
product, and apply on-line in many cases. No advice is offered
through this service.
Many advisers have found it saves them time and money to ask their
clients to get a quote and buy on-line direct through their website,
eg life cover, ISAs. The adviser can usually set their own level
of discount/commission, thus offering a further incentive to their
clients to use this service.
The services we offer are not written by us but are provided by
third party providers, although we handle the setup and provide
an introductory page for each module.
Please note that:
- Features marked * are already included with a standard Infosite
- Features marked ** are included within the bolt-on On-Line Services module
- Not all Networks approve links to all of the following modules
Setup charges start at the minimum quoted, but a combination of add-ons will
lead to a reduced monthly charge - ask us for a specific price for your
particular choice.
Please see our Terms
of Business for the Online Quotes module.
Enable your website visitors to buy ISAs and unwrapped funds
online, and in some cases view their portfolios, through Cofunds or Fidelity's services.
Setup from £75 + VAT
Your website visitors can get quotes, and apply on-line in some
cases, for a range of general insurance products.
Setup from £75
Enable your website visitors to get a comparative quote for life
cover, and apply on-line or by post as available. Using Webline's
module, you can also enable your client to get quotes for investments
bonds, private medical insurance, and compare annuities
Setup from £75 + VAT, and £10 + VAT pm direct to Webline
Let your visitors check out available mortgages, and research
rates on-line. They can either apply on-line or contact you for
further advice.
Setup from £225 + VAT, plus £80 + VAT pm ongoing.
If you want to offer a range of facilities for your website visitors
to get quotes and buy various products online, then we can provide
a reduced-cost package which combines most of the products
described in this section.
Setup from £200 + VAT
Enable your website visitors to see whether their existing endowment
policy has a trade-in value.
Setup from £75 + VAT
The closest to a wrap service which clients can
access, Transact enable you to re-register a client's portfolio
so they can view their portfolio online and buy, swicth and/or
sell on-line
as they wish.
Setup from £75 + VAT
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