SUPPORTING PROTECTION CONVERSATIONS
IPIPELINE’S SUPPORT IN UTILISING TECHNOLOGY TO ASSIST CLIENTS IN A REMOTE WORLD
Our mission is to help grow the protection market and to build individual’s financial resilience. In extraordinary times like this, helping people to be protected is a service that is in demand more than ever.
There continues to be a large number of people who are under informed, under served and under-protected. That’s where providers and advisers alike can utilise technology to continue to best support their clients, helping to secure their financial futures.
The following solutions are proven to help grow productivity and improve customer service, especially when delivering remote advice, sales and servicing.
We have a whole host of support available, whether through our training team, our Customer Support team or via our Customer Portal. We’re also running a series of webinars to help keep you up-to-date with provider and product changes – find out more here.
DRIVING NEW OPPORTUNITIES
Nudge more consumers into a protection conversation highlighting the cover may require and how affordable it is
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ENGAGING YOUR CLIENT IN THE PROTECTION SOURCING JOURNEY
The award-winning client centric, research, quote and apply solution, was designed for use with your client
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OFFERING CONVENIENCE
Safe and flexible solution to deliver documents electronically and to obtain signatures quickly and securely
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SUPPORTING THE ENTIRE CUSTOMER PROTECTION JOURNEY
Supports the entire customer onboarding and servicing journey and allows both advisers and clients the ability to manage their policies
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SETTING CLIENT’S EXPECTATIONS UPFRONT FOR UNDERWRITING
Produce indicative ratings upfront and set client expectations based on a provider’s unique underwriting rules
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UTILISE WHAT’S AVAILABLE
Contact us to find out more about maximising your protection potential in a remote world
