Mortgage Advice Bureau overhauls protection advice process through iPipeline

Adam Saville
clock • 1 min read

PreQuo and SolutionBuilder selected by adviser firm

Intermediary network Mortgage Advice Bureau has teamed up with iPipeline to overhaul its protection advice offering. The integration of PreQuo, an interactive sales aid, will allow advisers to research indicative protection costs and options while simultaneously mapping a client's risk. SolutionBuilder has been chosen as a quote and apply solution - for single and multi-benefits - that allows advisers assess and compare protection needs for clients in a single user interface. Both solutions will be integrated into Mortgage Advice Bureau's CRM, Midas. ‘Richer, more personalised' ...

To continue reading this article...

Join COVER for free

  • Unlimited access to real-time news, key trend analysis and industry insights.
  • Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
  • Receive breaking news stories straight to your inbox in the daily newsletter.
  • Members only access to monthly programme 'The COVER Review'
  • Be the first to hear about our CPD accredited events and awards programmes.

Join now

 

Already a Cover member?

Login

More on Technology

Insurtech Eleos to expand life insurance offering

Insurtech Eleos to expand life insurance offering

Plans to strike more UK distribution partnerships

Jaskeet Briah
clock 10 May 2024 • 2 min read
More data, better model

More data, better model

AI solving insurer challenges

Ken Davis
clock 30 April 2024 • 3 min read
MorganAsh partners with FWD Research on customer vulnerability

MorganAsh partners with FWD Research on customer vulnerability

Now offering a two-stage vulnerability evaluation framework

Jaskeet Briah
clock 24 April 2024 • 1 min read