In case you missed our earlier newsletters, you now have the ability to research and sell protection with ease using the intelligent protection quote portal – SolutionBuilder.
SolutionBuilder can help you rapidly model and shape a range of protection solutions:
- view multiple protection solutions on 1 screen
- automatically receive quotes for joint life versus 2 single life policies
- receive immediate indicative underwriting
- Instantaneous Indicative Cover Options
- Store Quote Data for Up to 90 Days.
SolutionBuilder is fairly intuitive to use but there are also a number of support options to ensure you get the most out of SolutionBuilder:
- Introduction video – this 5 minute video will show you some of the most common uses of SolutionBuilder.
- ‘Let’s Get Started with SolutionBuilder’ – we run regular webinar sessions which will guide you through getting started with SolutionBuilder, sign-up by clicking on one of the following links:
- Mondays at 16:00
- Tuesdays at 09:15
- Wednesdays at 08:30
- Thursdays at 11:00
- Fridays at 15:00
- Overlays – click on the ‘?’ button in the top right corner for guidance on what to do on each screen.
If you have any questions relating to SolutionBuilder please contact the iPipeline Customer Services team by calling 0345 408 4022 or via email uk.customer.services@ipipeline.com
