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.
– Quickly find the right solution for your client’s protection needs – research, quote and compare across multiple product sets including Life, Critical Illness and Income Protection.
– Set your client’s expectations earlier in the process with Intelligent Matrix Quoting – view a range of indicative premiums from a single set of inputs without having to run multiple quotes.
– View a number of solutions for your client’s protection needs in a single view with Menu Builder – includes multi-benefit and single-benefit products.
– Return to and review previous quoting options with data being held for more than 30 days – no need to re-key data.
– Enjoy the simple and responsive user interface which is optimised for tablet devices.
– The ability to obtain indicative BMI loadings, gathered through height and weight questions
Industry leading quote and apply portal.
– Assureweb is the only free portal in the marketplace offering you whole of market coverage from 35 providers covering over 200 products.
– Allows you to streamline business processes with the ability to utilise pre-population of data.
– Includes free Multi-Benefit service – quote, compare and apply for multi-benefit products for a combination of up to 5 benefit types.
– Simplifies access and distribution of quotes with Email My Quote service.
Click on the ‘Register Now For Free’ button and sign up for your free Assureweb account.
Nothing! The Assureweb portal is free of charge to all financial services professionals.