More than your average

protection quotes portal

Would You Recommend SolutionBuilder?

“Absolutely. The first thing I said to my colleague after the WebEx was start using it! First case on SolutionBuilder was worth £6,000! 2 x Life, 2 x Income Protection split with income for 6 month deferred and 12 month deferred. I entered the clients details and requirements, used the matrix, printed out the results on one sheet of page and visited the client. I don’t feel it could have been any easier!"

- Bill Divall, Massey Divall Financial Services

Rapidly Model and Shape a Range of Protection Solutions

Like most protection portals, 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.

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. 

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.

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.

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.

QUOTE SELECT GENERAL INSURANCE PRODUCTS WITHOUT LEAVING SOLUTIONBUILDER

Generate a guaranteed quote for select general insurance products from within SolutionBuilder, avoiding the need to rekey information into a separate GI system.

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.

Sound like something you're interested in?

If you're interested in trying out SolutionBuilder, you can register for a  15 minute online demonstration to see it in action and see how much time SolutionBuilder could save you.

  

 http://www.ipipeline.com/uk/solutionbuilder?utm_source=corporate&utm_campaign=saves_time&utm_content=btn  

Further information:

Introduction to SolutionBuilder Case Study