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.
– Use our indicative underwriting solution – XRAE, which is integrated seamlessly for your life and critical illness quotes.
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.
– Provides you with access to the indicative underwriting tool – XRAE.
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.
– Generate multi-provider underwriting results immediately for Life Assurance and Critical Illness.
– Easy access, for free, from either the Assureweb portal or SolutionBuilder.
– Seamlessly handles single and multi-impairment cases.
– Allows you to print and store information for compliance purposes.
Access is via Assureweb or SolutionBuilder:
– Via Assureweb – access XRAE by clicking the ‘Will my client be rated?’ button.
– Via Solution Builder – access XRAE by clicking the XRAE button on the results page.
XRAE is free for Assureweb portal users. If you have a subscription to SolutionBuilder you can also access XRAE for free.