WEBroker 2.0 Launch

As many of our loyal broker base will know, we have been using the current system for a number of years. We have been working hard over the last 6 months to bring the WEBroker Interface broker’s use up to date and implement some exciting new features.

Well, the good news is that as of the 18^th of July we will be launching this massive update to the system that we’re calling WEBroker 2.0.
WEBroker 2.0 will not only modernise how the WEBroker system looks but will also make the screenflow a more intuitive journey for brokers selling policies.

What are the changes for WEBroker 2.0?

1. Improved Efficiency.

Through the new WEBroker 2.0 system, you will be able to provide your customers with a quote quicker than previously possible. With a more intuitive layout, better step by step process and larger, more obvious buttons for selections, you will be able to get a quote for your clients faster than ever!

The broker dashboard has also been reworked so that we could remove the buttons for policy types (e.g. Annual Multi-Trip or Single Trip), to keep those choices in the booking system.

2. Integrated Medical Screening.

Our integrated medical screening system will also become more user-friendly to use. In WEBroker 2.0, our integrated medical screening system will be housed on its own page, and you will simply need to add any medical conditions under the corresponding insured person.

We believe that the medical screening in WEBroker 2.0 is so easy that we will be rolling it out to all brokers from the 3^rd of July 2023, giving brokers the ability to look after their clients directly.

If you are one of our brokers and would like to opt out of doing your own medical screening, then you can do so by clicking here.

3. Eligibility Questions

These new question sets will appear at the beginning of each quote and are designed to check that the person applying for cover is eligible for the policy. Afterall, there is nothing worse than going through a quote only to find later on that the client is ineligible.

These questions are designed to help you stay compliant in an increasingly regulation heavy environment.

4. Easily accessible help sets.

Our new help sets will be easily accessible to you via the small grey ‘i’ icon next to sections of the quote process. This will open up the help relevant to that section within the body of the booking process. These will help to explain the relevant sections of the quote process and help alleviate any problems you may be experiencing.

5. Simplified Already Departed Quoting.

As you will no doubt be aware the Voyager Plus Travel Insurance product allows brokers to sell to clients who have already departed on a trip. Previously this needed to be accessed separately from the main product, however now the Already Departed product will be dealt with within the booking system, via an Eligibility Question.

Because the system deals with this, it will now ask the appropriate questions for the Already Departed product making it easier for you to explain the differences in the policy to clients and helping to keep you compliant by helping to prevent potential miss-selling.

This means you no longer have to remember that annual multi-trip policies are not available on an already departed basis and only options available to these customers will appear when you reach that section of the quote.

6. Help diagnose online issues by seeing what the customer sees.

The WEBroker 2.0 platform has been designed to take advantage of our online customer journey, so with this in mind, it will now be easier for you to understand any issues your client may be having if they are using an online link we have provided you, as you will be able to replicate their steps through the platform.

Currently, if one of your customers is having an issue buying their policy online, you would need to go through the online customer journey in order to see the problem they were having as your current quoting system looks completely different. With our updated system, you will now see what the customer sees with a couple of minor cosmetic differences.

This means you, the broker, will be better able to help your customers should they get stuck, which will help them get on cover more quickly.

Future Developments

This radical change to the system paves the way for further future developments, however, due to the system complexity certain functions have not been updated yet, for example the renewals process. These areas of the system will be addressed with a new look and additional functionality over time, so look out for further email updates coming soon!