09 June 2022, Cheltenham, UK
iPipeline® — a leading provider of low code / no code content-enabled digital solutions and services to the life insurance and financial services industry – today announced it is extending its Product Features Report Service within SolutionBuilder®, powered by Protection Guru®, to include multi-benefit protection comparisons.
iPipeline’s ground-breaking Product Features Report Service was previously limited to single benefit comparisons. This latest enhancement to the service allows advisers to compare both core product features and added value benefits across multiple plans, for multiple clients.
These added features help advisers to analyse simply, quickly, and efficiently both quotes and product quality on their way to selecting the right recommendation for their client, regardless of the combination of products, or their complexity.
“Over the last two years, we have seen the importance of added value service go through the roof, both for the adviser and consumers. The benefits are a key part of the advice and sales process by advisers,” said Paul Yates, Product Strategy Director at iPipeline. “This tool adds real value to their recommendation process, making advisers more efficient and productive.”
Yates added that “with this enhancement, Product Features Reports become even more powerful. A simple click of ‘Get Report’ produces a single focused report to help drive advice based on quality, in addition to price.” “In the last few years, SolutionBuilder has transformed advisers’ ability to quote for multi-benefit products,” said Ian McKenna, Director of Financial Technology Research Centre (FTRC). “At the same time, our Product Features Report Service has helped advisers identify which products offer broader cover on the features suited to the clients’ needs. We are delighted to be able to extend this capability to support analysis on quality and price to multiple benefits.”