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, and can be coloured to match
the IFA's site, sitting seamlessly within it. You can set up your
own agency on-line through their site under www.webline.co.uk,
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 starts at £75
+ VAT. 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.
Back to [Online Quotes / Sales]
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