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WEB QUOTE SETUP & IMPLEMENTATION

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(IN THREE MINUTES OR LESS)

www.webquote.ie in association with Broker Information Services


ONE LIFE INSURANCE PLATFORM

MORTGAGE PROTECTION

LIFE INSURANCE

SERIOUS ILLNESS COVER

WEB QUOTE www.webquote.ie

INCOME PROTECTION INSURANCE


User Login

User Login

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Firstly visit our website www.webquote.ie and login to 1

Our Client Management System

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Alter your Webquote Settings Client Management System allows you to view new and existing applications Admin Login allows you to view and change your settings

1 Setup & Implementation www.webquote.ie


Login

www.webquote.ie

Login:

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You will be guided to the Login page. Now enter your username and password If you have forgotten your details, click on the forgotten password link Click here if you have forgotten your Username and Password

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The Setup Page www.webquote.ie

The Setup Page A Here you can change your contact details, password, and the email address where notifications are sent. You can also upload your logo if you wish to use Webquote as a standalone webpage (ie not part of a website).

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Change your contact details, password, and the email address where notifications are sent.

B You can select a colour scheme to suit your website and company logo. C Select the products you wish to quote for and the life companies you work with. D All application data can be exported for backup or use with CRM systems such as Omnibroker. E Webquote provides a link to a standalone page which can be emailed to clients etc, it also provides and iFrame code which is pasted into a page on your website.

Select the products you wish to quote for and the life companies you work with.

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Implementation:

Implementation:

Step 1

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Copy iframe code

<IFRAME NAME="mylife_cell" style="float: left;" height="600" width="670" border=0 SRC="http://webquote.ie/clients/iframe.php?id=51" FRAMEBORDER=0 SCROLLING=1 MARGINWIDTH=0 MARGINHEIGHT=0></IFRAME>

Step 2 <html> <head> <title>Webquote sample implementation</title> </head> <body> </body> </html>

This may look unintelligible to some, but implementing Webquote is as simple as copying and pasting this line of code into a new page on your site! A web developer can do it in minutes.

Step 3 <html> <head> <title>Webquote sample implementation</title> </head> <body>

go to page header

paste iframe code

<IFRAME NAME="mylife_cell" style="float: left;" height="600" width="670" border=0 SRC="http://webquote.ie/clients/iframe.php?id=51" FRAMEBORDER=0 SCROLLING=1 MARGINWIDTH=0 MARGINHEIGHT=0></IFRAME> </body> </html>

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Sample Implementation Barrett Quigley Financial Limited

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www.barrettquigley.ie

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Sample Implementation

Tools Preview:

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This online form allows you to get online quote information on a number of products we supply. Simply select the product of interest to you and fill in the details. Your quote will be supplied in seconds. You can then either complete your application online, or call us and we will be glad to help answer any further questions you have.

www.barrettquigley.ie

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Sample Implementation Flynn Financial

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www.flynnfinancial.ie

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Contact Us

Contact Us To get started with WebQuote: Greg Bowden greg@brokerinformationservices.ie 087 9425656 01 496 0006 For WebQuote support: garfield.spollen@webquote.ie 01 6629208

MORTGAGE PROTECTION

LIFE INSURANCE

SERIOUS ILLNESS COVER

INCOME PROTECTION INSURANCE

8 Setup & Implementation www.webquote.ie


WebQuote User Guide