Webline has launched a client data capture facility on its system it says will save advisers’ time by pre-populating data fields in to online application forms.
Webline will now offer a quotation for a life protection product through the adviser’s website, they also have the option of completing a ‘data capture form’, which allows them to add some basic personal details.
The adviser will be automatically notified when this happens and the details of the applicant along with their associated quote details are temporarily stored.
To avoid tedious data entry, the client data – from the quote and data capture form – can be pre-populated via Webline, directly into many of the providers’ online application forms.
Webline says by eliminating the need to repetitively re-key client information, the risk of a processing error is also vastly reduced.
Webline client services and operations director Matt Humphrey says: “Our latest advancement will enable advisers to follow-up on new business leads more quickly and efficiently, and means that more time can be invested on more important business matters rather than repeatedly entering client data.
“There are already several life brokers and Webline users taking advantage of this time-saving enhancement. This functionality was created as a direct response from the feedback we received from our users, so we hope this is a welcome development that people will recognise as an invaluable tool.”