SolutionBuilder is an iPipeline product. iPipeline also provides the Assureweb portal.


WOULD YOU RECOMMEND SOLUTIONBUILDER?

“We have experienced many benefits from using SolutionBuilder: the ability to provide accurate quotes quickly to clients over the phone, whilst being able to immediately download all documents required to keep our business compliant; it has enabled us to be more efficient and reduce the amount of time our advisers spend on admin; the speed at which an accurate quotation can be generated; and its integration with the insurer extranets. 

Overall I’d say that if you want to sell more protection, use SolutionBuilder!”

John Beecher, LIV Insurance


Rapidly Model and Shape a Range of Protection Solutions

Like most protection sourcing solutions, SolutionBuilder allows you to do the basics like research and quote your client's protection needs, but it also allows you to do much more, including a 54% time-saving when compared to Assureweb. 

INDICATIVE COVER OPTIONS IN AN INSTANT

Enter your client data once and view hundreds of indicative cover options in an instant; there's no need to re-quote each benefit which means you can quickly fit your client's needs to their budget. Advisers have stated this has enabled them to increase their average premiums by 18%. 

COMPARE PROTECTION NEEDS ACROSS MULTIPLE PRODUCTS

Compliantly compare menu plans against single benefit plans, in a single view, allowing you to quickly and easily identify the right solution for your client. Includes Life, Critical Illness, Business Protection, Whole of Life and Income Protection Insurance. Being able to quote multi-benefit activity with ease has enabled advisers to experience a 130% increase in multi-benefit activity. 

VIEW A NUMBER OF DIFFERENT SOLUTIONS SIDE BY SIDE

View a number of different solutions to your client’s protection needs, including multi-benefit and single-benefit products, in a single view, enabling you to easily compare both options side by side. Advisers have stated that they have experienced a 20% increase in benefits presented per client and a 10% increase in benefits sold. 

Quotes can be viewed for up to 90 days. Quickly return to the results to re-tweak or apply without having to re-enter data.

RESPONSIVE USER INTERFACE

Modern, responsive user interface which is compatible with tablets, laptops, desktops and other mobile devices.

HIGHLIGHT THE COST OF PROTECTION TO YOUR MORTGAGE CLIENTS EASILY

Using client and mortgage data the report generates indicative costs for Income Protection, Critical Illness Cover and Life Insurance on top of the monthly mortgage amount acting as a tool to initiate the protection conversation with clients.

SPEED UP YOUR PROTECTION PROCESS

Download key documents such as Key features, Illustrations and comparison reports (with and without commission) in just 15 seconds from the quotes screen.

INTEGRATED WITH A NUMBER OF OTHER APPLICATIONS TO CREATE A MORE STREAMLINED PROCESS

CRM INTEGRATION PARTNERS - Mortgage Brain's The Key, 360Dotnet's 360 Lifecycle, Intellifo's Intelligent Office, Twenty7Tec's Mortgage Source, Time4Advice's CURO.

LIFEQUOTE - reduce the amount of time spent on admin with the ability to choose, on a case by case, basis whether to complete the application yourself or transfer it to LifeQuote's case management team.

XRAE - get instant, indicative underwriting ratings alongside quote results when BMI information is entered, allowing you to set client expectations early and avoid multiple calls to underwriting help desks. Find out more about how XRAE can help you set client expectations from the outset.

Training Available

To make the most of SolutionBuilder, we recommend you sign up to the two 20 minute online training sessions which cover how to use all the features of the tool - you can also also earn CPD points: 

SolutionBuilder Essentials - this session covers the basics of adding benefits, comparing quotes and accessing key documents.

SolutionBuilder Pro - this session covers more of the unique features within SolutionBuilder such as accessing Detailed Quotes and gaining indicative cover ratings from XRAE.

Launching SolutionBuilder

To access SolutionBuilder, log in to iPipeline Services and select launch next to SolutionBuilder.