Sourcing the right protection for your clients’ needn’t be complicated

Research, quote and apply using the right sourcing system for you. View the differences below between sourcing via SolutionBuilder and Assureweb:



Enter client detail only once – either in the sourcing system or pre-populated from integrated CRM*
Generate numerous quotes from one set of client data – no need to enter multiple times
Compare joint life against two single lives from one input
Compare menu-plans against individual policies on one screen
Compare up to 9 quotes on one screen from the input of one set of data
Download comparison reports, KFD’s and Illustrations with one click and in one file, in less than 15 seconds
Enter height and weight and view the likelihood of your client being rated ahead of application
View indicated cost whilst entering quote detail – assists with premium-led sales
Access bespoke sales aids to highlight the risk(s) of your clients not having protection in place
Quote General Insurance products
Pass the administration to LifeQuote’s case management team
Access all product types on one screen
Liaise with iPipeline’s Customer Support team via LiveChat
Access on-screen help with ‘walkthroughs’ on how to use the system and FAQs
Duration client data is available
2
years
Simple responsive screen design, optimised for multiple devices
Duration quotes are available 30
days
90
days
Quote data is pre-populated to the provider’s extranet at application, no need to re-enter
Enter further client data within XRAE i.e. smoker status and blood pressure, to view the likelihood of your client being rated ahead of application
Whole of market coverage covering 21 Providers and over 500 Products
Quote Life, Critical Illness, Income Protection, Whole of Life and Business Protection
Number of benefits to quote within multi-benefit quote 5 5
Cost Free £12.50 pm

SOLUTIONBUILDER INTEGRATIONS

*SolutionBuilder is integrated with a number of industry CRMs, offering a straight-through process, pre-populating applications with client data. These integrations include: The Key, 360 Lifecycle, Intelligent Office, Mortgage Source, CURO, Finplan, Smartr365, SSP Adviser, Mortgage Keeper and more.


SEE IT IN ACTION

Interested in finding out more about the benefits SolutionBuilder offers above and beyond Assureweb, register for a 15 minute online demonstration and see how much time SolutionBuilder could save you.