Product offerings
- For advisers, we offer Exweb – the most comprehensive online trading platform for the UK financial services industry, covering a wide range of product areas including life and health protection, pensions, investments, mortgages and general insurance.
View the free services included in the monthly subscription.
- For phone-based advisers, we offer Exweb Call Centre – an efficient, cost effective service.
View the free services included in the monthly subscription.
- [-] Exweb Call Centre overview - click here to read more
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For phone-based IFAs this customised version of Exweb is the ideal solution for advisers wishing to tap into the mass consumer market, with an efficient, cost effective service.
Streamlined business processes and increased profitability
- For brokers selling mortgages, life protection and general insurance we offer a customised version of our portal called Exweb Broker. View the free services included in the monthly subscription.
- [-] Exweb Broker overview - click here to read more
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Exweb Broker delivers the most comprehensive portal service available to brokers and intermediaries selling mortgages, protection and general insurance products.
At a glance:
- Research, quote and buy products electronically for all the major supporting providers in the UK.
- Covers a range of mortgage services including mortgage sourcing, conveyancing and credit checking.
- Back office integration with MBL and Trigold.
For a full overview of Exweb Broker and the benefits it can bring you, download the Exweb brochure (PDF).
- For advisers wanting valuations and contract servicing there's Exweb Gold – our premier service – designed to streamline the client servicing process by providing you with a single client view, financial summary and the ability to request and view aggregated electronic valuations. View the free services included in the monthly subscription.
- [-] Exweb Gold overview - click here to read more
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Exweb Gold is Exweb’s premier service and includes all of the standard Exweb as well as additional exclusive features:
- Contract management.
- An aggregated record of all client policies.
- Real-time contract enquiry for pensions and bonds.
- Price feed valuations.
- A flexible financial report showing client contracts and their latest valuations.
- Reports that details the new business cases in pipeline and in force.
- Support for digital certificates.
- For information on training and consultancy, please contact sales on 08450 530490 for the latest information or email: training@exchange.co.uk
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“ ... Exweb links with all the main product providers is a key point for us and certainly gives it the edge over the other services available. ”David Fletcher, Director, Peter Shrubb Associates
“ Applying for new business on Exweb has meant that I can provide quick, accurate and complete applications directly to provider websites using pre-populated information...ensuring nothing is forgotten. ”Phil Hunt, Alternative Provider Adviser, MGM Assurance
WARNING - you have not loaded the Exweb software
In order to get the most out of Exweb you are required to install the Exweb software. Please download and run this executable file (also available as a zip file) and follow the onscreen instructions.
If you require any assistance please contact our Customer Care team on 0845 053 1111 or email customer.care@exchange.co.uk.
If you need to login without installing the Exweb software, please submit your login details again.