iPipeline has integrated its SolutionBuilder quote and apply portal with 360 Dotnet's client management system, 360 Lifecycle.
Accessing SolutionBuilder via 360 Lifecycle allows advisers to research and compare both single and multi-benefit protection products on one screen. Client data is entered and stored within 360 Lifecycle, when it is then securely entered into SolutionBuilder, enabling advisers to research and quote multiple products including Life, Critical Illness and Income Protection with minimal data input. Following a successful pilot with Lifetime Group, advisers who already have access to SolutionBuilder...
Short-term and long-term income protection
Among other initiatives
Adam Higgs assesses the IP options available to renters
As SSP value falls