Updated Articles

  1. Help

    The Help tab on the top right of the screen, provides you with access to the Knowledge Base, Help Videos, Support, Critical Illness Table, Provider Documents, Terms and Conditions for Webline and the Cookie Policy. ...
  2. Provider Documents

    To view or print Provider documents, click on the Display Help question mark at the top right of the screen: Click into Provider Documents . Within this section, you will find a list of providers. Click on the provider required and their avai...
  3. Multi Benefit Products - Waiver of Premium

    If Waiver of Premium  is required, you can select this option to include it in the relevant quotation.  You can select either Waiver of Premium By Product or Waiver of Premium By Benefit ...
  4. Multi Benefit Products - Family Income Protection

    If a quotation for Family Income Protection  is selected the following screen will appear: Critical Illness options can be selected under Cover Type The User can make their selection from these options. ...
  5. Multi Benefit Products - Income Protection

    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. ...
  6. Multi Benefit Products - Critical Illness Cover

    Within the Level Term Assurance, Decreasing Term assurance and Family Income Protection  quotations there is an option for Critical Illness Cover  as shown in the following screen. Select Critical Illness Options: You can then select the...
  7. Multi Benefit Products - Decreasing Term Assurance

    If Decreasing Term Assurance  is selected you are able to make a selection for the quote from the following screen. Select the Mortgage Interest Rate for Decreasing Term: This can include making a selection on Critical Illness Cover by s...
  8. Multi Benefit Products - Level Term Assurance

    If Level Term Assurance is selected you are able to make a selection for the quote from the following screen: You can make a selection for Critical Illness Cover  by selecting the appropriate button; ...
  9. Multi Benefit Products - Product Details & Quick Commission

    A separate screen is available for each of the benefit type selected. Each part of the Multi Benefit quote has its own form and the quote will only be requested when all of the parts have been filled in. It is possible to fill in the forms in an...
  10. Multi Benefit Products

    The Multi benefit quotation steps follow the same journey as the Standalone Products with few changes to the navigation.  Start the Multi Benefit quote after filling in the client details by selecting the Multi Benefit Products tab. Select th...