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Your browser does not support HTML5 video. ...
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If there is no email address recorded within your account details, you will be prompted to verify your details when logging in. We have added this feature to help with any future password resets, as your password reset request will be emailed to yo...
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There could be a few reasons why you have not received a password reset email: Have you entered the correct Webline number and username? Have you checked your junk folder? Your email address may not be within your user details (you should have s...
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Your browser does not support HTML5 video. In this video we show you how to add your Agency codes into the Settings> Vendor Account> Agency Codes area. ...
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You can see everything you’re currently filtering on – and why specific contracts are being excluded – using the audit trail. If you make a recommendation to a client which they turn down – e.g. that they need waiver o...
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Clicking the " View All Users " link shows a table of all users registered for that firm (including any that may have been set as disabled for any reason). The first column shows the user name – the admi...
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Use this screen to view a summary of your account details including contact name, email and company address. ...
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For certain providers, you must enter your agency codes to receive quotes. It is good practice however to enter all of them when setting up Webline. Selecting Agency Codes will display a table listing all the providers. ...
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When creating an Income Protection quote, Comparison reports are created once for each selected deferment period. For e.g. If a provider returns one deferment period for 13 weeks and does not support the 1 day deferment, they will only show on the 1...
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When obtaining an Income Protection quotation, the following screen will appear: You can make your selection from these options, please note when selecting the Deferment period, only one period can be selected per quotation. ...