Technology

iPipeline

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 £12.38 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.

Alternatively, you can call the telesales team on 01242 711705 or email: [email protected]

INTEGRATION:

Smartr365, Mortgage Brain, The Key & more!

Useful Links

Introduction to SolutionBuilder

Bitesize videos and full length training

Upcoming Webinars

Product Features Report

FAQ

Visit iPipline

Exchange

Iress The Exchange is the UK’s market-leading quote and apply portal for financial professionals. It makes finding and applying for the right products easy - saving time and reducing the cost of advice.

The Exchange provides the ability to research, quote and compare clients’ protection needs quickly and easily. It generates real-time quotes in seconds and applications are automatically pre-populated with client data—so it's easy to apply online at the touch of a button.

Key Benefits

Extensive market coverage - with over 300 products available from all the UK’s major product providers
Greater price certainty - enter BMI to get partially underwritten quotes
Compare price and value - quickly perform side-by-side comparisons across both core and value-added benefits, produce reports, and directly link into provider sites to find out more.
Greater product clarity - see up front how each provider responds to the smoker question with smoker notes.
Save time and increase protection sales - quote for up to five benefits at once and compare single-benefit products alongside multi-benefit products, in a single view.
Submit electronic new business - enter client and quote details only once. Applications are pre populated, reducing errors and saving you time.
All for only £10.00 p.m. + VAT

Integration with the Key

The Exchange is compatible with the Key integration. The use of this integration can save you time and help build a more robust file.

Useful Links

For more information please contact [email protected]

Visit Iress

Download Fact Sheet

See The Exchange in Action

CIExpert

The critical illness market has over the last few years seen a constant flow of policy upgrades, that whilst offering significant benefits to the client, make the task of selecting the most appropriate option for a client even more challenging.

It has never been so complex to choose between critical illness policies with over 140 conditions in the market, which seems to increase every month. This complexity deters many advisers from advising on critical illness and to avoid reviewing clients existing policies missing the opportunity in many cases to improve their cover.

CIExpert focuses on providing the analysis to enable advisers to understand and assess the best choice for their clients in this complex environment, together with the knowledge and the tools to convey the reasoning to their clients. The new major upgrade to CIExpert’s product has been developed over the last couple of years to take this evaluation to a new level of precision combined with greater ease of interpretation for the adviser and client alike. We like to call this powerful combination Personalised Predictive Analysis.

Benefits:

Online service that helps advisers to increase efficiency and confidence in assessing the most appropriate critical illness policy for their clients
A detailed ranking system based upon incidence statistics, makes matching policies to individual client’s needs effortless
Access to a detailed knowledge base of both current and historical policies
Automatically generated reports promote a successful and engaging client discussion and also keeps your compliance team happy
10% discount to PMS firms along with a 1 day free trial

Contact Details

Web ciexpert.co.uk
Email [email protected]
Telephone +44 (0) 203 771 4607
LinkedIn @ciexpertuk

Find out more

UnderwriteMe

UnderwriteMe is transforming the life insurance industry through technology by bringing Insurers, Intermediaries and Customers closer together in the marketplace. We recognise the need to change the life insurance application journey from a complicated, inefficient experience to one that makes the buying process easier and faster for customers and advisers alike. Founded in 2012, our journey started with the the Underwriting Engine and Protection Platform in the UK, and we have now grown to become a leading InsurTech provider across Europe, Asia, Australia, and recently expanded in North America. Our mission is to provide technology solutions that enables our partners to transform and disrupt the life insurance industry.

Contact Details:

Website

Phone number: 0203 375 4599

Email Address: [email protected]

UnderwriteMe Technology Solutions Limited
Tower Bridge House
St. Katharine’s Way
London
E1W 1BA

Overview

PROTECTION PLATFORM
Where quotes are underwritten not underestimated.

You get a quick quote from a portal, present it to the client, complete the application, and then discover the price has gone up, or worse still, the client has been declined.

We’ve all been there, but you don’t need to go there again.
With Protection Platform’s one application for all you can quickly compare fully underwritten premiums for multiple products from multiple providers, even if the client has existing medical conditions.

You can then recommend with complete clarity and put the client on risk with multiple providers with a single submission.

Advice given. Job done.

No more guestimates.
No more endless form filling.
No more chasing underwriters.
No more clients let downs.
No more platforms hopping.
No more consumer duty concerns.

Register today - it's free!

Protection Platform

How to Register

Webinar - What does Consumer Duty mean for me and my Firm?

Webinar - Cost of living: Top 10 tips when talking to your clients

Tools and Calculators

Registration Form >>

30 Min Demo >>

FAQs Page >>

Brochure including 'How to Register' >>

Meet your expert

Alyson Perry has been with Sesame Bankhall Group for 16 years, moving into Provider Relations in 2007, and into her current role as Protection Manager in 2015.

With 12 years of experience in this field of financial services, Alyson works closely with product providers, overseeing the development of the Group’s protection and general insurance propositions.

This includes managing the relationships with product providers on a day to day basis, ensuring the best possible terms and propositions for advisers and also working with the portals to ensure access to the best technology.