iPipeline's SolutionBuilder announces partnership

clock • 1 min read

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 can now take advantage of the integration and benefit from further time saving when ...

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 Income Protection

IPTF adds Empath_AI to membership

IPTF adds Empath_AI to membership

Detection of mental health vulnerabilities

Jaskeet Briah
clock 12 May 2025 • 2 min read
IPTF names Sapiens as member

IPTF names Sapiens as member

Ninth new member for 2025

Jaskeet Briah
clock 29 April 2025 • 1 min read
Working2Wellbeing joins IPTF

Working2Wellbeing joins IPTF

Eighth member for 2025

Cameron Roberts
clock 04 April 2025 • 1 min read