How do I e-apply through Webline?

This article will explain how you can apply electronically for new business from Webline using the Provider's extranets.

Webline has direct links to the Provider's extranets, allowing you to complete the online application directly from the client's quote.

Linking to the Provider's extranet from Webline will prevent duplication, as the quote that has been obtained on Webline will be pre-populated through to the majority of Provider's extranets along with the client details that have been entered.

Even if the quote you wish to apply for was created on an earlier date, you will still gain the benefits when retrieving and appying through Webline,

You can either apply the same time as creating the single company quote or you can retreive the quote at a later date.

Quotes can be easily retrieved from the Webline homepage or selecting 'Track' from the toolbar:

The quote can be retrieved by either entering the quote ref or the client surname on the front screen. If you do not have a record of the reference and did not generate a single quote so were not prompted to enter the client's name, you can use the last quotes options from the left menu to view all quotes created:

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The quote can be retrieved by either entering the quote ref or the client surname on the front screen. If you do not have a record of the reference and did not generate a single quote so were not prompted to enter the client's name, you can use the last quotes options from the left menu to view all quotes created: