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. Providing a complete service, the solution supports single and multi-benefit products so that advisers can quickly identify the right solution, based on their client’s needs and budget.
Find out how SolutionBuilder helped Openwork advisers increase the number of benefits per client by 18% plus much more here.
Already got SolutionBuilder? Find a link to our regular online training sessions here.
SolutionBuilder integrates seamlessly with iPipeline's indicative underwriting solution, XRAE®. Visit the XRAE product page for more information on this solution.
XRAE - Multi-provider Indicative Underwriting Solution.
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