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Webline prepopulation speeds up applications

Webline has revamped its e-submission capability and revised its term application form to help advisers.

A prepopulation tool has been added which allows advisers to transfer up to 80 fields from any back-office system to generate a quote, which Webline says can reduce the application time by up to three hours.

A prepopulation tool that targets consumers directly is also being piloted with a distributor. If a consumer gets a quote and an illustration, they can fill in an online data capture form that triggers an email to the adviser, which they transfer to the provider’s online form through their extranet.

More sensitive information, such as medical details, will still have to be input manually by the IFA.

An “upselling” tool, called term additions, allows IFAs to see at a glance the difference in term premium rates if they add in critical illness, waiver of premium and other features.

Webline client services and operations director Matt Humphrey says: “Anything that prevents the rekeying of data has to be music to the ears of advisers. Constantly re-entering the same information is time-consuming and boring and can lead to mistakes.”


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