Brokers will now be able to search all Holloway Friendly products and get a quote in real time and then apply for the policy while they are still with the client. Client quotes and personalised illustration will be stored securely in the Synaptic Software database both for future reference and as a clear audit trail of what advice was given and why.
Mat Manser, sales and marketing director at Holloway Friendly, said:
“The launch of our products on Webline has been designed to complement our existing ways of working with brokers. While we will still provide direct access to underwriters, and our telephone teams will be available to help during working hours as they always have been, the broker interface included in the portal will provide brokers with additional support in the form of prompts, guidance and products reviews, in a way that can also be shown to the client any time of day or night.
“By being able to show the client how well a product fits for their individual needs, it will help brokers to increase the number of income protection policies they sell, providing families with much needed protection.”
