Technology

iPipeline

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

REGISTER

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 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 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.

Useful Links

SolutionBuilder FAQs

Bitesize videos and full length training

Product Features website

5 minute Introduction video

Upcoming Webinars

Exchange

Iress The Exchange is an online comparison quote and transaction portal with the widest provider and product coverage in the market. It enables you to protect your business with robust and accurate research and treat your customers fairly by searching the largest range of protection products.

The award-winning system is supported by all the leading providers and 36,000 registered intermediaries, making The Exchange the most comprehensive – and widely used – financial adviser portal in the market. Using The Exchange you can:

Benefits

Search the market and obtain accurate single and multi-benefit comparative quotes
Submit and track electronic new business
Get the best coverage – over 350 products from all the leading providers
Improve client service and cut the cost of the sales and advice process.
£10.00 p/m + vat

Integration with the Key

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

Visit: iress Download Fact Sheet

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

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.