The Mortgage & Protection Risk 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 solution can do for you.
To access the risk report click ‘new quote’ or ‘requote’ so you land on the Benefit Summary page in SolutionBuilder.
You’ll see the ‘Risk & Mortgage protection report’ on the right hand side. Click on ‘Go to Report’; SolutionBuilder will pre-populate this page with the client details if you’ve already done a quote, you’ll just need to add in some additional mortgage information then click on ‘Get Report’.
SolutionBuilder will then generate a personalised risk report to highlight to your clients the importance of protection.