SolutionBuilder – iPipeline’s award winning client centric, research, quote and apply solution – is becoming the industry standard for protection sourcing.
SolutionBuilder provides advisers with a faster and more efficient way of reviewing a client’s protection needs and how they can be packaged together. This includes both multi-benefit and single-benefit product comparisons, encouraging up-sell and cross-sell, to accelerate the selling of protection.
Fast and efficient quoting – quickly identify the right solution for your clients’ needs
Compare products on quality, not just price – select cover that is best suited to your client’s individual needs
Better protected clients – initiate more protection conversations with your client’s and highlight the risks of not being protected
Key Features
Compare Side by Side
View and compare side by side a number of single and multi-policy packaged solutions based on the client’s needs
Quality Comparison
Compare the vast number of added-value features within products utilising data from Protection Guru and CIExpert, in one solution and one journey
Set Underwriting Expectations Upfront
Is your client likely to be declined, referred or loaded? Enter height, weight and smoker data as a minimum and receive immediate indications from providers