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.