SolutionBuilder for FinPlan 7 Jan 2020
SolutionBuilder for FinPlan
Bluecoat’s FinPlan integrates seamlessly with iPipeline’s protection sourcing solution, SolutionBuilder®.
iPipeline is a provider of cloud-based software solutions, committed to helping the life insurance industry grow and prosper. The key to this lies in simplifying the protection sourcing process for advisers – making it simpler and easier to provide protection and deliver the best possible client outcomes.
SolutionBuilder® is a protection research, quote and apply portal that offers product sourcing without the need to rekey any data. Perfect for both simple and complex protection needs, SolutionBuilder allows you to:
✔ Quickly find the right solution for your client’s protection with instant indicative quotes.
✔ Compare protection needs across multiple products including Life, Critical Illness, Business Protection, Whole of Life and Income Protection Insurance.
✔ Compare multi-benefit and single-benefit products in a single view.
✔ Receive an instant underwriting decision in principal with XRAE, helping manage client expectations early on in the process.
✔ Retain quote data for up to 90 days and requote with one click.
You can find out more about SolutionBuilder and how it can save you time via FinPlan by contacting: [email protected]
Request a 15-minute demo of this tool to see how it can save you time: