Webline tests quotation capability

clock

WEBLINE, the portal service which is part of the Capita Group, has begun testing its new upselling quotation capability, ‘Term Additions'.

The new service, which is expected to be available for the retail market in around six months, aims to enable advisers to provide a single quote request without the inconvenience of re-keying information. This means if an IFA requests a standard joint life term quotation, the adviser will receive comparison quotations for the joint life policy, the costs of two individual life policies, and the difference in monthly premiums of these two options. All providers in the adviser’s panel, or across the whole of market if applicable, are represented in the comparison results. Addition...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

AJ Bell launches mobile-first adviser platform to tackle advice gap

AJ Bell launches mobile-first adviser platform to tackle advice gap

AJ Bell Touch aims to offer secure advice delivery for lower-value clients

Sahar Nazir
clock 23 June 2025 • 2 min read
Most advisers ready to 'break up' with their CRM systems

Most advisers ready to 'break up' with their CRM systems

Adviser/ CRM system relationships ‘under serious strain’, Twenty7tec finds

Isabel Baxter
clock 17 June 2025 • 3 min read
'In the AI era, neurodivergence is more valuable than ever'

'In the AI era, neurodivergence is more valuable than ever'

'The design and training of AI systems inherently favour consistency and predictability'

Phillip Wickenden
clock 16 June 2025 • 5 min read