iPipeline is passionate about helping grow the protection market and securing individuals’ financial futures. SolutionBuilder, iPipeline’s award winning research, quote and apply solution is becoming the industry standard for protection sourcing. As a PMS member, you can now access SolutionBuilder for a discounted price of £13.49 per month!
SolutionBuilder provides advisers with a faster and more efficient way of reviewing a client’s protection needs, and how they can be packaged together. This includes both multi-benefit and single-benefit product comparisons, encouraging up-sell and cross-sell, to accelerate the selling of high-quality protection.
Benefits:
- Compare products on quality as well as price with the Product Features Report in partnership in Protection Guru. This unique report allows the adviser to ensure fair value and good outcomes
- Highlight the risks of not having protection in place and overcome the common objections of invincibility and price with the Risk & Mortgage Protection Report
- Compare and source the best Critical Illness cover for your clients through our integration with CI Expert that can be launched quickly and easily from within SolutionBuilder
- Quote up to 10 benefits and compare menu plans against single policies side by side on one screen to find the best solution for your client
- Compare a joint life against two individual life quotes on one screen
- Compare protection needs across Life, Critical Illness, Income Protection, Family Income Benefit, Business Protection and Whole of Life Insurance
- Retain quote data for up to 90 days
- Access rapid indicative pricing
- Generate and download all of your compliance documents in one click
- Save valuable time by applying with SolutionBuilder. SolutionBuilder pre-populates all your quote and client data into your chosen providers extranet with one click – allowing you to do more of what you do best.
REGISTER
If you are an existing Assureweb user, you can sign up to SolutionBuilder by registering on the iPipeline home screen after you have logged in. Simply sign up to SolutionBuilder using the PMS discount code - please contact your RKAM or email [email protected] for the code.
If you are new to iPipeline, you can request an iPipeline account from the PMS agency team at [email protected] Your credentials, and instructions of how to access your iPipeline account will be sent to you in an email. Once logged in, simply register for SolutionBuilder on the home screen, using the PMS discount code - please contact your RKAM or email [email protected] for the code.
If you are an existing SolutionBuilder user and would like to take advantage of the PMS discount code, please contact iPipeline [email protected]for them to apply the code for you.
Our friendly Customer Support team are always available and are just a phone call away! We also have a Live Chat service and a new Customer Portal which gives you access to training videos, FAQs and useful articles.
INTEGRATION:
Smartr365, Mortgage Brain, The Key & more!
Useful Links
Introduction to SolutionBuilder
Bitesize videos and full length training
Product Features Report
FAQ
Risk Report
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