WebSep 14, 2024 · iPipeline UK in partnership with CIExpert are providing an informative webinar on the integration between SolutionBuilder and CIExpert and further details on how the CIExpert assessment works. The webinar will be 45 minutes long. WebAccess CIExpert from SolutionBuilder – all at the click of a button. Critical Illness cover is incredibly complex with over 140 conditions now being used. Plans vary hugely between providers and this often puts advisers off selling it due to the complex process required to compare the different policies available – that’s why we’ve ...
Protection & General Insurance Proposition Stonebridge
WebOct 6, 2024 · Our ability to build flexible and tailor-made protection journeys, including quote and apply, is an essential part of ensuring the smoothest customer journey possible. It will … simpledrm
Ipipeline Solution Builder and SmartSearch. Integrations
WebMar 31, 2024 · National Friendly has agreed a partnership with IPipeline to make its protection products available to intermediaries through IPipeline’s SolutionBuilder portal. The portal enables advisers to compare quotes, … WebSolutionBuilder – iPipeline’s award-winning client-centric, research, quote and apply solution – is becoming the industry standard for protection sourcing. Many customers have complex protection needs and quote research is a critical part of the business and sales process when selling Life, Critical Illness, Business Protection, Whole of Life, or Income Protection … WebSolution Builder can be found by opening an existing protection case and selecting Solution Builder on the toolbar. If you do not have an existing protection case on the system you can create one ... How to do Protection Sourcing with IPipeline; Update buyer type on Fact Find and reasons for Protection NPW [27/01/2024] Where do I put my ... raw health and wellness