Complete the client details. The name field will do an automatic search as you start typing the name and if you have previously entered the client details, any matches will be found and drop down list under the name field will display the found details.
NB: Note that as well as client name, their date of birth and smoker status is also shown, helping you to ensure that you are looking at the right client. Either select an existing client or finish typing the client’s forename and surname in full and tab or click to the next field.
If typing new client details, the occupation will need to be selected from the Webline list. Once again, start typing the client’s occupation and a drop down list will be displayed with matches. If you cannot find a suitable match, select unknown occupation and the quote will be based on a non-hazardous occupation.
Annual earnings is an optional field unless dealing with Income Protection. Please enter a number greater than 0. The Gender status can be selected by simply clicking on the relevant button and then the chosen option will be highlighted. The Smoker status is changed by clicking the grey box to the left of “No”.
The E-mail address is an optional field.
Complete “Client A” details and then record the partner as “Client B” as required. Once completed, use the next button (the right facing arrow) or select Products in the left hand menu to proceed to the next screen.
NB: When logging into Webline Protection via Synaptic, client details already added to Synaptic will be pulled through to Webline. Client details can be searched within Synaptic and once located, you can proceed to Webline Protection and client details are pulled through without having to rekey.