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Making the web work for
professional financial advisers

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Website Features

On-line Quotes / Sales

On-line Comparative Quotes

You can set up a comparative quotation system within your website for your clients and website visitors to use themselves. Your clients will be able to request and obtain on-line their own comparative quotations for the following products:

  • Term Assurance and Critical Illness quotes
  • Whole of Life
  • Unit Linked Bonds
  • With Profit Bonds
  • Permanent Health
  • Private Medical Insurance
  • Pensions

Your clients would obtain personalised illustrations, KFDs and application forms in PDF format for their chosen quote.

They would then proceed to apply online if that facility is available for the chosen product provider, or they would simply print off and complete apps, to post to you (although the form is stamped with your agency if the client should post it direct).

Additionally you can use the system yourself to obtain comparative quotes yourself speedily and reliably, and track the process of each application through your agency.

The system is provided by Webline, part of Capita Financial Software, and can be coloured to match the IFA's site, linked from within their site. You can set up your own agency on-line through Webline's site, at a cost of £10 + VAT pm. Registrants can also use this module within their website through their links with 1st or Plum if they are already users, at no further monthly cost.

We will then set up a page from a suitable point within your site, describing what you offer, and linking to the Webline system. Our charge for setting up this page and link is included within the setup cost of an Infosite, or £75 + VAT for other sites. You will also be able to access and use the system yourself through your website's on-line Admin Centre.

Click on the links below to see the system working within one of our demo websites:

Order your Webline agency now, or view more details through Webline's own site, by clicking here.

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