Tag: SolutionBuilder

How to Efficiently Source Multi-Benefit Protection Sourcing – Summer CPD
Monday, 12 August 2024 at 11am

To understand how to successfully have protection conversations with clients and how SolutionBuilder can support this journey.
Press Releases
Nearly Half of Advisers Report a Strongly Positive View Regarding Protection Sales Growth in 2024, According to iPipeline
Nearly half of advisers who responded to iPipeline's recent survey in the UK say they “strongly agree” that 2024 is shaping up to be a positive year in terms of protection sales growth.
SolutionBuilder & CIExpert
This webinar is offered monthly at 11am. Choose the date that works best for you!

To understand how the integration between SolutionBuilder & CIExpert works and understand how CIExpert’s assessment works.
Press Releases
Record week for income protection applications in March, according to iPipeline
The life insurance and pensions technology provider had a record number of income protection applications on its portal last month.
SolutionBuilder Multi Benefit Case Study – How To
An overview of sourcing Multi Benefit quotes via SolutionBuilder On Demand.