A client-centric solution for comparing complex protection needs

SolutionBuilder – 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 insurance. With SolutionBuilder, advisers have increased efficiency in the research of suitable products and the associated cost. It provides advisers with a faster and more efficient way of reviewing a client’s protection needs and how they can be packaged together. This includes both multi-benefit and single-benefit product comparisons, encouraging up-sell and cross-sell, to accelerate the selling of protection.

In addition, SolutionBuilder supports protection sourcing further with additional features such as highlighting personalized risks of not being covered, cutting out the jargon, and talking about the affordability of protection in real terms with our Mortgage & Protection Risk Report, as well as highlighting the quality of products with our Product Features Report, taking into account the added-value benefits available, enriching client conversations.