Exweb - the most comprehensive online trading portal for the UK Financial Intermediary market
The service facilitates product research, comparative quotes across multiple product sets and online transactions. Product areas include house purchase, savings and investments and general insurance. Supported by all the UK’s major product providers, Exweb is market leader in its field and has been voted ‘Best Independent Online Service Provider’ at the Professional Adviser awards for the last 4 years in a row.
1st – The Exchange are committed to developing products and services that meet the needs of the financial services marketplace. Our integrated product portfolio can help you by supporting the key stages of your business process from initial customer contact to ongoing policy servicing and customer relationship management. We enable you to service your clients more efficiently and profitably, whilst meeting regulatory demands, reducing costs and maximising profits.
Exweb is the single most established link between product providers and financial intermediaries. It has been developed to support the key areas of your business process thereby making it easy to take advantage of the business benefits e-Commerce affords.
Streamline the business processes – take advantage of increased pre-population of data, reducing your costs in the sales process.
Increase profitability – use Exweb as a single source for all your research, quote and apply requirements, reducing administration time and allowing you to concentrate on your customers.
Provide best advice and customer care – with the most products and providers on Exweb you can offer the very best advice to clients.
Demonstrate compliance – with access to the very latest financial information you can demonstrate independence to both clients and regulators alike.
Transact more efficiently – our e-Business capability enables you to apply online using both provider extranets and electronic application forms
Life and Health Protection
- A comprehensive service covering Term Assurance, Critical illness, Income Protection and Whole of Life.
- Allows Instant Access to all the UK’s leading protection providers from one independent source
- Demonstrates compliance with easy access to the latest financial information and key feature illustrations
- Supports the placement of non-standard life protection cases with a single application
House purchase
- A range of value added services which complement the research, quote and apply elements of your sales process
- Supported by a wide range of house purchase product providers
- Products supported on the service include ASU, mortgage protection, income protection and critical illness
General Insurance
- Includes a wide range of insurance services from household names insurers
- Easy to use and provides an additional recurring revenue stream
- Gives you access to competitive products and commissions
- Cover can be provided in minutes with no administration or paperwork
Exweb also provides access to a range of e-Services including e-Business, e-Tracking and e-Valuations. These services allow you to electronically apply for products, track the status of these submissions online, as well as manage policy records.
e-Business:
• Enhanced commission and faster payment from a range of providers
• Built in validation, reducing the the risk of error and fewer form returns
• Immediate processing of application forms so customers are 'on risk' faster
e-Tracking:
• Up to date information on tracked applications to keep your clients informed and enabling you to improve the quality of your data
• Aggregated information – all available from one source, saving you time
Download the application form here
Download the Direct Debit form here
More information at www.exchange.co.uk
For further information, please contact our products team on 0845 053 0490