Sourcing the Right Protection for your Clients’ Needn’t be Complicated

Research, quote and apply using the right sourcing system for you.

View the differences between sourcing via SolutionBuilder and Assureweb:

Generate numerous quotes from one set of client data – no need to enter multiple times
Compare joint life against two single lives from one input
Compare menu-plans against individual policies on one screen
Compare up to 10 benefits on one screen from the input of one set of data
Download comparison reports, KFD’s and Illustrations with one click and in one file, in less than 15 seconds
Enter height and weight and view the likelihood of your client being rated ahead of application
View indicated cost whilst entering quote detail – assists with premium-led sales
Generate a personalised Mortgage & Protection Risk Report to highlight the risk(s) of your clients not having protection in place
Access easy-to-understand information on all providers’ non-medical underwriting limits
Pass the administration to LifeQuote’s case management team
Access all product types on one screen
Use the Product Features Report to compare features on quality as well as price
Liaise with iPipeline’s Customer Support team via LiveChat
Access on-screen help with ‘walkthroughs’ on how to use the system and FAQs
Duration client data is available 2 years
Simple responsive screen design, optimised for multiple devices
Duration quotes are available 30 days 90 days
Quote data is pre-populated to the provider’s extranet at application, no need to re-enter
Whole of market coverage covering 21 Providers and over 500 Products
Quote Life, Critical Illness, Income Protection, Whole of Life and Business Protection
Number of benefits to quote within multi-benefit quote 5 10
Enter client detail only once – either in the sourcing system or pre-populated from integrated CRM*
Cost Free £13.75 pm

SolutionBuilder Integrations

*SolutionBuilder is integrated with a number of industry CRMs, offering a straight-through process, pre-populating applications with client data.

These integrations include: The Key, 360 Lifecycle, Intelligent Office, Mortgage Source, CURO, Finplan, Smartr365, SSP Adviser, Mortgage Keeper, IFAC, OMS and more.

“I have been using iPipleline for 6 years now and find the system very streamlined and user friendly which allows new users to master within no time. I can gather information very swiftly and provide my clients with a 5 star service. Although I use a lot of their features daily, I’d like to highlight the customer service from their support team. They are always willing to go above and beyond to assist with any query or when providing information on new features to help my protection business grow.”

Joseph Lamb, HomeLoan Partnership

See what SolutionBuilder could do for you

Watch our short SolutionBuilder demonstration