- SolutionBuilder is an intelligent protection research, quote and apply tool which allows you to easily compare both simple and complex protection needs. You can provide your clients with a range of solutions specific to their needs and budget. As a PMS member, you can now access SolutionBuilder for a discounted price of £12.37 per month!
- Provides a complete service, supporting single and multi-benefit products so that advisers can quickly identify the right solution, based on their client’s needs and budget.
- Integrated with Protection Guru for Product Features Research- helps advisers understand and compare the many features a product supports
- Integrated with XRAE, a multi-provider Indicative Underwriting Solution
- Integrated Risk & Mortgage Protection Report, which enables advisers to demonstrate the importance and affordability of protection to their clients whilst arranging their mortgages
To start speeding up your protection process, register for our short demo session. You will be guided on how to add benefits, compare quotes, access key documents and more!
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 anew 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 WITH THE KEY
SolutionBuilder is compatible with Key integration. The use of this integration can save you time and help build a more robust file.
Please utilise the following guide for using Key integration.
Bitesize videos and full length training
Product Features website
5 minute Introduction video