iPipeline's SolutionBuilder® is an enhanced research, quote and apply protection tool, allowing you to do more than the basic Assureweb offering.
SolutionBuilder allows advisers to compare simple and complex protection products, side by side, in a single view, to quickly identify the right solution based on client's needs and budget.
SOLUTIONBUILDER ALLOWS YOU TO:
- Compare joint life against two single life policies on one screen.
- Retain quote data for up to 90 days.
- Compare protection needs across Life, Critical Illness, Business Protection, Whole of Life and Income Protection Insurance.
- Add BMI information and automatically see if clients will be rated by certain providers
- Compare menu plans against single policies side by side.
- Access rapid indicative pricing and refine throughout the process.
- Generate a personalised Risk & Mortgage Protection Report to highlight to clients the importance of protection.
- Generate a guaranteed General Insurance quote for Uinsure's Defaqto 5 star rated Home Insurance.
- Download a folder of Key Features, Illustrations and Comparison Reports in just 15 seconds.
- Streamline the application process with client and quotation data pre-populated into new business applications on provider extranets when you press apply.
SOLUTIONBUILDER'S NEW TOOL - THE RISK & MORTGAGE PROTECTION REPORT
Available within SolutionBuilder, this personalised report uses client and mortgage data to generate indicative costs for Income Protection, Critical Illness Cover and Life Insurance to use with clients to get them thinking about protection.
The report provides cover options with indicative costs next to each one. This is not just a generic ‘cover from £10/month’ figure but takes into account the client’s age, smoker status, employment and mortgage details. It is designed for advisers to use with clients and is a quick way to get them thinking about what kind of cover they should have in place, and how real the likelihood is of them being unable to pay their mortgage. The report can be used at any point in the mortgage or protection sales process.
The Risk and Mortgage Protection Report is available to launch from the benefits selection screen within SolutionBuilder.
To watch the video click here.
Log in to Assureweb as you usually do then when you’re on the ‘iPipeline Service’ page, select the ‘Launch SolutionBuilder’ button.
SIGN UP TO A TRAINING SESSION:
There’s lots of support in place to help you get started with SolutionBuilder, make sure you're getting the most out of the tool by signing up to a webinar tailored to you:
SolutionBuilder Essentials – This training session covers the basic functionality of SolutionBuilder in less than 20 minutes. At the end of this webinar you will be inputting client information, adding benefits and quoting with ease.
SolutionBuilder Pro – This advanced training session shows you more of the added functionality within SolutionBuilder such as using the Matrix to cross-sell and upsell to your clients and how the MenuBuilder works.
Both sessions are run several times a week, are free to attend and take no more than 20 minutes each to complete.
ADDITIONAL SUPPORT AVAILABLE
If you have any queries on using the system, you can speak to one of our Customer Support team using Live Chat within SolutionBuilder, call: 0345 408 4022 or email: firstname.lastname@example.org.