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|---|---|---|
| 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 |
