Rapidly Shape and Model a Range of Protection Solutions
Like most protection portals, SolutionBuilder allows you to do the basics like research and quote your client’s protection needs, but it also allows you to do much more.
The Preferred Solution when Quoting on Multiple Protection Needs
SolutionBuilder allows you to easily compare both simple and complex protection needs within a simplified and responsive UI. The intelligent tool provides a complete service, supporting single and multi-benefit products and the matrix function makes it easier for advisers to quickly identify the right solution, based on client’s needs and budget.
- Research, quote and compare a client’s protection needs across multiple product sets including Life, Critical Illness, Business Protection, Whole of Life and Income Protection Insurance.
- View a number of different solutions including multi-benefit and single-benefit products, in a single view.
- Client history is stored for future reference, including previously quoted information which can be re-used for further client options.
- Quote data is held for 90 days allowing easy access to return to and review quote options.
- Quote and client data is pre-populated into provider extranets when you click ‘Apply’.
- Compare products on quality as well as price with the Product Features Report.