The Assureweb Portal
Assureweb is an industry leading quote and apply portal for financial advisers covering all the major product providers across Protection, Annuities, Personal Pensions, Investment Bonds and Equity Release services.
It is the only free portal in the marketplace offering you whole of market coverage from 35 providers covering over 200 products.
- Allows you to streamline business processes with the ability to utilise pre-population of data
- Includes free Multi-Benefit service – quote, compare and apply for multi-benefit products for a combination of up to 5 benefit types
- Simplifies access and distribution of quotes with Email My Quote service
- Provides you with access to the indicative underwriting tool – XRAE.
SolutionBuilder is an intelligent quote and apply protection tool which allows financial advisers to compare simple and complex protection products, side by side, in a single view, to quickly identify the right solution based on their client’s needs and budget.
- Quickly find the right solution for your client’s protection needs – research, quote and compare across multiple product sets including Life, Critical Illness and Income Protection
- Set your clients expectations earlier in the process with Intelligent Matrix Quoting – view a range of indicative premiums from a single set of inputs without having to run multiple quotes
- View a number of solutions for your clients protection needs in a single view with Menu Builder – includes multi-benefit and single-benefit products
- Return to and review previous quoting options with data being held for more than 30 days – no need to re-key data
- Enjoy the simple and responsive user interface which is optimised for tablet devices
- Use our indicative underwriting solution – XRAE, which is integrated seamlessly for your life and critical illness quotes.
Not Yet Registered for Solution Builder?
Sign-up for Solution Builder and receive your first month free – simply log in to your Assureweb account and click 'Register' next to Solution Builder on the My iPipeline Services page and enter the code ParaSB to receive your 10% discount, taking the subscription down to £11.25 per month. You will need to add your Direct Debit details but you can cancel your subscription at any time during your first month; thereafter you will need to provide one months' notice.
If you are not currently using the Assureweb portal, or you are not using it via Paradigm, please email us and we will happily arrange this for you and your colleagues, free of charge.
XRAE is a multi-provider indicative underwriting solution for life and critical illness. It helps manage client expectations upfront by providing immediate indicative underwriting decisions based on provider’s underwriting rules allowing advisers to set expectations about premiums right from the outset.
The indicative underwriting solution, XRAE, is free of charge and available via Assureweb or SolutionBuilder.
- Generate multi-provider underwriting results immediately for Life Assurance and Critical Illness
- Easy access, for free, from either the Assureweb portal or Solution Builder
- Seamlessly handles single and multi-impairment cases
- Allows you to print and store information for compliance purposes.
Free Online Training Sessions
We provide free online training sessions for all of our services – email firstname.lastname@example.org or call 0345 408 4022 to reserve your place.