- AML ID Checks
- Bridging Finance
- BTL Options
- By Brokers/For Brokers
- Commercial Finance
- DA Service Providers
- Equity Release
- GDPR Compliance
- GI - General
- Pension Referrals
- Property Reports
- Sanctions Searches
- Secured Loans
- Training Providers
- Unsecured Loans
- Wills & Trusts
iPipeline Expands Quoting Capability via SolutionBuilder®
13 June 2018
iPipeline – a leading provider of next-generation solutions and services to the life and pensions market – has announced that they are further expanding quoting capability via SolutionBuilder.
In January 2018, the ability to quote General Insurance products via the award-winning protection sourcing system – SolutionBuilder was introduced. Paymentshield has since joined the service allowing advisers to quote Buildings and Contents, initially with their launch partner Openwork, followed by a wider release to the whole of market.
iPipeline has added this capability at the request of networks and intermediary firms. The ability to quote additional products within one system also allows advisers to utilise existing client data, with no need to re-key in a separate quoting system.
SolutionBuilder is a client-centric research, quote and apply solution which enables advisers to fully assess their clients’ protection needs. Delivering a complete service, the solution supports all views of single and multi-benefit products so that advisers can quickly identify and recommend the right cover for each client’s protection needs and budget.
Over the next few months, SolutionBuilder will also feature the ability for advisers to quote for wider protection cover which will include ASU.
Ian Teague, Managing Director at iPipeline said: “When you factor in how time poor advisers are in today’s world, being able to consider and secure life and general insurance at the same time, utilising one set of client data, speeds up the process no end, ensuring clients are better protected in a fast, continuous way.”
Teague added: “These are products that should be being considered as part of the protection package, especially when a mortgage is being arranged. Having the products available there and then, will make it much more likely for advisers to add into their advice portfolio – especially when they can see the quality and competitiveness of these products.”
Paul Shearman, Mortgage, Protection and GI Proposition Director, Openwork commented: “Following the success we’ve experienced using SolutionBuilder for the protection side of our business, we’re applying our understanding and learnings to the General Insurance side. With SolutionBuilder already integrated with OWS, our Client Management System, our advisers will be able to fully address the total cost of protecting the client’s mortgaged property within one system. We are confident that this integration will further enhance our advisers’ ability to protect their clients further.”
James Watson, Sales Director, Paymentshield, said: “Integrating with SolutionBuilder is remodelling the way advisers can service their clients’ wider protection needs. It’s another demonstration that technology is key to making it easier for advisers to address their clients’ general insurance requirements at every opportunity and more importantly secure the most appropriate cover.”