Logging-in
To log in enter your email and password when requested. If you haven’t got an account please register your details and we will contact you with your password.
Forgotten your password or want to change it?
Don’t worry, if you have forgotten your password or would like to change it to something you'll remember, click here remember password.
Creating a Quick Quote
Click on either the “Create GlobalHealth quote” or “Create GlobalLife/Income quote” and complete the requested information.
All quotes you produce are stored on your database, please see details below:
Id = Reference number used to retrieve quotes
Name = Name of client
Type = Health or Life (life & income protection) quote
Status = Indicative, applying or applied.
Premium = Total monthly premium
Last Updated = The date when the quote was last accessed or changed
Action = Tick this box to delete quotes
Deleting a Quick Quote
Tick the box in the “Action” column for the quotes you want to delete and then click the “Delete” button.
Accessing and changing your Quick Quotes
To view all your quotes click on View Quotes and retrieve the quote you want by clicking on the Name or Id.
If you make changes to a retrieved quote, the new quote will over-write the original. If you would like to provide a client with alternative quotes and you would like to keep each alternative you have created, you will need to produce a new quote for each alternative.
Checking the status of your Quick Quotes
Indicative = a quote has been created
Applying = a client as in the process of completing the online application form
Applied = the application form has been completed and is being processed.
Emailing a Quick Quote
Create or retrieve a quote. Click “Email this quote” at the top of the page and enter your client’s email address. Your client will receive an email with details of how to retrieve the quote and how to apply online (Global Health only).
Creating a PDF Quick Quote
Create or retrieve a quote. Click “Save quote as PDF”. Save the PDF to your computer then create an email for your client and attach the PDF in the normal way.
Retrieving a Quick Quote
Your client can retrieve a quote you created using the email address entered on the quote and the reference number.
They will be then be able to amend the quote and, for Global Health only, apply online. If they apply, “Applied” will be displayed in the status column.
You can place a link to our Quick Quote system on your web site for your clients to produce their own quotes. These are tracked links which will identify that a client has come from your site, so you’ll never miss the credit for a completed sale.
How to add a Quick Quote link
Next to the create a quote links, click “Your Quick Quote links”, and copy the link from the Global Health, Global Life and/or Global Income Protection boxes.
Simply pass the link to your web developer, or follow these instructions, and you can add this to your website as just the link or embedded in a web button.
You can download a web button by logging onto our Marketing Support Xtranet.