A New Way to Talk about Protection with your Mortgage Clients

At iPipeline, we are committed to growing the protection market and it’s because of this commitment that we have launched a new tool within  SolutionBuilder® – the Risk & Mortgage Protection Report.

This is an automatically generated personalised report, available to launch from the Benefits Selection screen in SolutionBuilder. Designed to use with clients, the report highlights the likelihood of various situations, cutting out the jargon and talking about the affordability of protection in real terms.

If you don’t have access to SolutionBuilder, find out more about how this enhanced protection sourcing tool can help increase your protection business.

What is the Risk and Mortgage Protection Report?

Available within SolutionBuilder, this personalised report uses client and mortgage data to generate indicative costs for Income Protection, Critical Illness Cover and Life Insurance to use with clients to get them thinking about protection.

The report provides cover options with indicative costs next to each one. This is not just a generic ‘cover from £10/month’ figure but takes into account the client’s age, smoker status, employment and mortgage details. It is designed for advisers to use with clients and is a quick way to get them thinking about what kind of cover they should have in place, and how real the likelihood is of them being unable to pay their mortgage. The report can be used at any point in the mortgage or protection sales process.

The Risk and Mortgage Protection Report is available to launch from the benefits selection screen within SolutionBuilder. If you don’t have access to SolutionBuilder, you can sign up to a demo to see what the tool can do for you.

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