We’re proud to have helped many advisers streamline their protection sales process with our protection modelling tool, SolutionBuilder.

Bill Divall from Massey Divall Financial Services was happy to share his experience of using SolutionBuilder.

When asked – would you recommend Solution Builder:

 

“Absolutely. The first thing I said to my colleague after the WebEx was start using it!

The 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 client’s 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!”.

Read More about how SolutionBuilder helped Bill close a multi provider deal with 4 products and a total premium of £260 per month.

FIND OUT MORE
SolutionBuilder is available for £12.50 per month, on a rolling monthly contract.

 

For further information email our Customer Services team or call 0345 408 4022.