CHELTENHAM, UK, JUNE 21ST, 2017 –
Intelliflo’s Intelligent Office (iO) has integrated iPipeline’s SolutionBuilder, an enhanced research, quote and apply solution designed to help financial advisers rapidly model and shape a range of protection products for their clients. SolutionBuilder has rapidly grown in popularity among financial advisers.
The rapid integration enables advisers to streamline the process of finding the right protection products for clients by using pre-populated client data in the quote request, as well as taking quote and product information back into Intelligent Office.
IFAs can re-energise protection business, confident that it will be fast and easy to undertake a compliant advice process, whether for individuals or businesses.
The integration means advisers can:
Nick Eatock, Intelliflo’s Executive Chairman comments: “Advisers often find that their clients have complex protection needs, and quote research is a critical part of the business and sales process. SolutionBuilder provides a faster and more efficient way of reviewing a client’s protection needs and how they can be packaged together. With integrated access to SolutionBuilder, iO users have increased efficiency in the research of suitable products and the associated cost; data is automatically transferred across the two systems meaning the whole process is streamlined even further.”
Paul Yates, Product Strategy Director at iPipeline comments: “Advisers rarely produce one protection insurance comparison for clients. With SolutionBuilder advisers can rapidly model and shape a range of protection solutions, on one screen, in an instant, allowing them to identify the right solution for their clients with ease. SolutionBuilder comes into its own when advisers quote multi-benefit. Reflecting the fact that clients rarely have one protection need, 12% of SolutionBuilder transactions are now written on a multi-benefit basis.”
To support the integration, iO users can sign up to a 20-minute online, CPD-eligible training session.