Create a new web link
To create a web link:
- select Web Links from your left menu bar
- choose add from the web links page
- confirm the theme you wish to produce a web link for (essentially the product questionnaire)
- choose your broker type for the online application; this question addresses your role in the distribution channel
- upload an alternate logo if you wish to brand the online application with a logo other than the one currently published to your account
- for your own internal reference, create a web proposal link tag/identifier that can help you track your sales and marketing efforts
- choose save
Once created, select copy to clipboard to begin using the web link. You can create a unique web link for each marketing channel you adopt. Consider the benefits of integrating a web link through any of the below:
Quick tip! Confirm all information for your web link prior to saving. Web link information cannot be edited once saved.