iPipeline

  • SolutionBuilder is a client-centric, research, quote and apply solution, which allows advisers to easily compare both simple and complex protection needs within a simplified and responsive UI
  • 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 get started with SolutionBuilder, you can request logins from our agency team at [email protected]


Your credentials, and instructions of how to access your account, will be sent to you in an email.


For additional information, or to be resent your credentials, contact Ipipeline at [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 Product Features website

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

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.

Alyson Perry

Protection Manager