SolutionBuilder is available through an integration with Intelligent Office. To gain access to the tool, please contact your Intelliflo Account Manager.
SolutionBuilder® is an iPipeline product. iPipeline also provides the Assureweb portal.
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 for your client's protection needs, but it also allows you to do much more:
- Enter your client data once and view hundreds of indicative cover options in an instant, with no need to re-quote each benefit.
- Compare menu plans against single benefit plans, on one screen, to quickly identify the right solution for your client. Includes Life, Critical Illness, Business Protection, Whole of Life and Income Protection insurance.
- View solutions to your client’s protection needs, including multi and single-benefit products, side by side, to easily compare.
- Save quotes for up to 90 days - quickly return to the results to re-tweak or apply from within the tool without having to re-enter data.
- Modern, responsive user interface - compatible with tablets, laptops, desktops and other mobile devices.
- View instant, indicative underwriting ratings alongside your quote results when height and weight are entered.
- Generate a personalised Risk & Mortgage Protection Report to highlight to clients the importance of protection to clients.
- Download a folder of Key Features, Illustrations and Comparison Reports in just 15 seconds.
WOULD YOU RECOMMEND SOLUTIONBUILDER?
“I’ve been using SolutionBuilder for a month and although I have taken 4 days holiday during this time, the amount of life policies that I’ve sold has increased – I’ve sold 12 policies worth £9,000 which I couldn’t have done in that amount of time before using SolutionBuilder. The main advantage is how intuitive and quick it is to quote and then pass the quotes over to my clients – it takes me no longer than 5 minutes to work through the quote system and produce what I need."
- Wilson Kane, Director, The Mortgage Hub.
Ready to sign up to SolutionBuilder?
SolutionBuilder is available through an integration with Intelligent Office. Client detail is taken from Intelligent Office and pre-populated into quote request forms within SolutionBuilder, speeding up your research process.
To gain access to the tool,
please contact your Intelliflo Account Manager.
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