Technology

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 with 10% discount off the RRP.

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

Upcoming Webinars

Product Features Report

FAQ

Risk Report

Visit iPipline

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 £6.00 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

Compare Value – Not Just Price
Premium is only one part of the conversation.
CIExpert enables advisers to compare the quality and breadth of critical illness cover, ensuring recommendations are based on the value of protection provided rather than simply the lowest premium.
Using sophisticated analysis and incidence statistics, the platform ranks policies according to the conditions clients are most likely to claim for, helping advisers tailor recommendations to individual needs and circumstances.

Market-Leading Comparison Tools

CIExpert provides advisers with access to an unrivalled suite of resources, including:

• Critical Illness Comparison Services: Comprehensive policy comparisons based on cover quality, definitions and real client value.
• Insurer InsightZone: Exclusive insurer insights, product updates and technical guidance to help advisers stay ahead of market developments.
• Knowledge Base: An extensive, continually updated library covering technical information, product changes and best practice guidance.
• Policy & Conditions Databases: Detailed information on policy wordings, covered conditions and insurer approaches, all in one place.
• Portal Integration: CIExpert is already fully integrated with iPipeline's SolutionBuilder and UnderwriteMe's Protection Platform

Together, these tools & services remove uncertainty from the advice process and provide advisers with the confidence to recommend the right solution every time.

Meeting Consumer Duty and compliance expectations has never been more important. CIExpert helps advisers demonstrate why a particular recommendation is suitable through robust comparison evidence and a clear audit trail.

The CIExpert platform also generates professional client reports in minutes, providing transparent, easy-to-understand comparisons that explain exactly why the recommended policy offers the best fit. This not only strengthens compliance but also builds trust and confidence with clients.

Exclusive Support

When you access CIExpert your advisers receive exclusive support, practical guidance and dedicated training designed to help them maximise the platform's capabilities and integrate it seamlessly into your advice process.

Experience CIExpert for Yourself

Discover how CIExpert can transform your critical illness advice with an Exclusive First Month Free* Offer.

To register or find out more either speak with Paul Roberts, Propositions & Distribution Director on [email protected] or

Email: [email protected]
Telephone: 020 3771 4607

Take your protection advice to the next level with CIExpert helping you deliver better outcomes for every client - every time!

• * First Month Free Offer is available to new CIExpert subscribers or those who've not had an active CIExpert subscription in the last 12 months ***

Sign Up: https://app.ciexpert.uk/signup/50?fmf

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' >>