CHELTENHAM, UK, JULY 11TH, 2017 –
iPipeline® – a leading provider of next-generation solutions and services to the life and pensions market – announces that Mortgage Force has adopted their protection modelling and sourcing solution, SolutionBuilder. SolutionBuilder is a client-centric, research, quote and apply solution that uniquely offers one screen enabling advisers to instantly map budget, costs and benefits to their clients as well as review a mix of multi-benefit and single-benefit solutions.
Mortgage Force can access SolutionBuilder via their chosen CRM, The Key. Quote data for multiple products including Life, Critical Illness and Income Protection can be held for 90 days with minimal data input. Results are viewed on one screen where advisers can compare options side by side, easily identifying the best product(s) for their clients.
Heather Wall of My Mortgage Finance, said “This facility is easy to use and enables me to talk through the best options with my customers. It helps me compare various insurers speedily, providing the documentation l need and helps me to bring the final documentation into the CRM system with minimal fuss”.
Kevin Duffy, Managing Director, Mortgage Force, said “This is a vital tool to help advisers address customers’ needs quickly, efficiently and enables integrated record keeping which is a must have for any firm in today’s modern market. With SolutionBuilder, our advisers are better equipped to deliver quality advice yet without the need to spend additional time entering data and running multiple comparisons.”
Paul Yates, Product Strategy Director, iPipeline added “We’re very pleased to welcome Mortgage Force on board. Their desire to increase protection business within their network aligns perfectly with our focus to ensure all clients are offered protection advice at a time when they really need it. During May, we saw our protection transactions reach a record high which demonstrates that SolutionBuilder is enabling advisers to better cover their clients which in turn contributes to helping close the protection gap”.