SolutionBuilder is a client-centric, research, quote and apply solution, which allows advisers to easily compare both simple and complex protection needs within a simplified and responsive UI.

Providing a complete service, the solution supports single and multi-benefit products so that advisers can quickly identify the right solution, based on their client’s needs and budget.

  • Ability to research, quote and compare a client’s protection needs across multiple product sets.
  • Menu Builder – allows an adviser to view a number of different solutions.
  • Intelligent Matrix Quoting
  • Client dashboard – provides advisers with easy access to client quotes.
  • Holds quote data for more than 30 days.
  • Ability to ‘flag’ preferred products throughout the research process.
  • Sliders – enable advisers to quickly increase and decrease cover options.
  • Full client history is stored for future reference.
  • Faster and more efficient solution.
  • Intelligent matrix quoting displays multiple cover options.
  • The process of researching protection is made much more straightforward.
  • The cost of cover and any suitable alternatives is made available quickly and easily.
  • Quoted information can be stored for future reference or re-used for further client options.
  • Streamlined application process with LifeQuote integration available.

Recognition of SolutionBuilder

"SolutionBuilder helps grow the protection business."

"Head and shoulders above the rest."

"It introduces new ways of working and new methodologies which can revolutionise business and transform the customer experience."

Request a 15-minute demo of this tool to see how it can save you time

email: [email protected] or call: 0845 226 0720.

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Schedule a free demo today to see how you can maximise the benefits of technology in your business.

  • No obligation
  • Online or in person
  • Tailored for your business
  • [email protected]
  • 0845 226 0720