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Toolbox integrates with Webline Protection Engine, and it’s FREE!
 

  • FREE - Protection Quotation Engine Completely free of charge - PTFS cover the cost for you for this award-winning service!
  • Reduction of input time and risk of typing errors - once Client information is saved in Toolbox it will automatically pre-populate into the protection engine for both quote and new business applications
  • Seamless integration between Toolbox and Webline – you view everything in one “window”, so no need to hop about!
  • Both On-line and Off-line Fact Finds - no need to duplicate information
  • Fact Find will automatically pull through information to Suitability Letter - dramatically reducing workload
  • View all KFD illustrations, Applications and product literature within the Toolbox screens for each of your Webline quotes
  • Reduction in scanning time as all documents can be added via Toolbox
  • Any research carried out via Webline, can be saved against Client file, ensuring implicit Compliance History
  • Simple & Easy to use
  • All Client data is retained in the same place, so reduces the rekeying of Client details.
  • Will help reduce the number of SQR returns for missing documents.
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Personal Touch Financial Services Ltd is authorised and regulated by the Financial Services Authority. Registered in England & Wales No.3406454. Trinity 3, Trinity Park, Solihull, Birmingham, B37 7ES. All calls to and from Personal Touch Financial Services Limited are recorded for training and monitoring purposes. This website is for intermediary use only and is not intended for the general public.