SolutionBuilder® – iPipeline Customer Portal

How Do I Quote Relevant Life With Critical Illness?

85 views 15/10/2018 Oliver Bowden 2

How Do I Delete a Benefit on SolutionBuilder?

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How Do I Amend the Benefit Details on SolutionBuilder?

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How Do I Edit My Commission on SolutionBuilder?

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How Do I Add a Benefit on SolutionBuilder?

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How Do I Save a Benefit on SolutionBuilder?

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How Do I Save a Quote on SolutionBuilder?

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How Do I Access the Client History Page on SolutionBuilder?

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How long will my quotes be saved on SolutionBuilder?

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What Types of Life and Critical Illness cover can I do?

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How Do I Quote Key Person/Shareholder Protection?

116 views 15/10/2018 Oliver Bowden 1

How Do I Requote an Expired Quote on SolutionBuilder?

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How Do I Requote and Amend the Benefit Details on SolutionBuilder?

81 views 22/10/2018 Oliver Bowden 0

Why is the Flag Button is Greyed Out?

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How Do I Access the Detailed Quote Section?

157 views 22/10/2018 Oliver Bowden 0

How Do I Save Detailed Quotes Back Into My SolutionBuilder Client History Page?

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How Do I Change My Client’s Smoker Status on SolutionBuilder?

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How Do I Get to the Risk Report on SolutionBuilder?

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How Can I See All the Quotes I Have Done for My Client on SolutionBuilder?

62 views 22/10/2018 Oliver Bowden 1

How Do I See a List of All the Providers and Products That Have Not Returned a Quote?

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How Do I See a List of All the Providers and Products That Have Returned a Quote?

59 views 22/10/2018 Oliver Bowden 0

How Do I View the Client Specific Illustration on SolutionBuilder?

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Why Won’t My Illustration Open?

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How Do I View a Quotes Comparison Report on SolutionBuilder?

75 views 22/10/2018 Oliver Bowden 1

How Does BMI look When entered in SolutionBuilder?

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How Do I Add in Height and Weight in SolutionBuilder?

56 views 22/10/2018 Oliver Bowden 0

How Do I Pull a Quote Back Into My Integrated CRM System on Solutionbuilder?

105 views 22/10/2018 Oliver Bowden 0

What is the Indicative Quote and How is It Generated?

81 views 08/04/2019 Jordie Dale 1

Why Can’t I Get an Indicative Quote?

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Why Can’t I Get a Maximum Whole of Life Quote?

72 views 08/04/2019 Jordie Dale 1

When Do I Need Dual Deferred Periods (Stepped Benefits) and How do I Add in the Two Amounts?

212 views 08/04/2019 Jordie Dale 1

Why Can’t I Find My Client’s Occupation?

117 views 08/04/2019 Jordie Dale 1

How to Use Solutionbuilder with Mortgages Brain’s Integration ‘The Key’

79 views 17/06/2019 Jordie Dale 0

I’ve Done a Business Protection Quote, but Relevant Life is Not Showing on the Results Screen

41 views 27/01/2020 Jordie Dale 0

Why Can’t I Add Another Benefit to Business Protection or Whole of Life Quote?

39 views 27/01/2020 Jordie Dale 0

How Do I Delete a Quote on SolutionBuilder?

51 views 27/01/2020 Jordie Dale 0

Are There Any Network Discounts for SolutionBuilder?

45 views 31/01/2020 Jordie Dale 0

How to Quote Short-Term Income Protection?

39 views 31/01/2020 Jordie Dale 0

What Quotes Can I Do in the Detailed Quote Section?

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What is an Income Protection Age Banded Quote?

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How Much Does SolutionBuilder Cost?

63 views 10/02/2020 Jordie Dale 0

What is SolutionBuilder?

55 views 10/02/2020 Jordie Dale 0

SolutionBuilder vs Assureweb

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What providers can give me indicative BMI Loading?

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When the Height and Weight Has Been Added for My Client, Will the Premiums Be Loaded?

36 views 10/02/2020 Jordie Dale 0

Why Do Some Providers Have ‘CIC Ratings Not Supported’ on Results Screen?

45 views 10/02/2020 Jordie Dale 0

What’s the Advantage of Adding Height and Weight in SolutionBuilder?

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Is Adding Height and Weight Optional on SolutionBuilder?

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How to Add Height and Weight to an Existing Quote in SolutionBuilder

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Why is the Indicative Quote Showing a Different Premium to When I Clicked ‘Quote Now’?

36 views 10/02/2020 Jordie Dale 0

Why is Vitality Optimiser Returning for Guaranteed Rates?

69 views 10/02/2020 Jordie Dale 0

What is a Limited Benefit Payment Period?

113 views 10/02/2020 Jordie Dale 0

I’ve Done a Business Protection Quote but No Relevant Life Quotes Are Showing

38 views 10/02/2020 Jordie Dale 0

How Do I Do a Relevant Life Quote?

79 views 10/02/2020 Jordie Dale 2

How Much Notice Do I Need to Give to Cancel My All Access Subscription?

42 views 10/02/2020 Jordie Dale 0

How Do I Delete My Account?

38 views 10/02/2020 Jordie Dale 0

How to Do an Over 50’s Life Quote

37 views 10/02/2020 Jordie Dale 0

Why is the Print Screen Button on the Results Page Greyed Out?

36 views 10/02/2020 Jordie Dale 0

What is the ‘policy Interest Rate’ on the Decreasing Term Page?

39 views 10/02/2020 Jordie Dale 0

Where Can I Find Provider Literature/Documents on SolutionBuilder?

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What Documents Are Pulled Back to My Crm When I Have Flagged and Saved the Quote?

36 views 10/02/2020 Jordie Dale 0

How to Add Agency Codes (SolutionBuilder Users)

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How to do a Convertible Term Quote on SolutionBuilder

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What is a Convertible Term Policy?

36 views 18/02/2020 Jordie Dale 0

How to Download Key Feature Documents in SolutionBuilder

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How to Download Data Capture Forms in SolutionBuilder

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How to do a Premium Led Quote on SolutionBuilder

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How to Quote Annual Premium on SolutionBuilder

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Should I Put The Family Income Benifit Cover Amount Annually or Monthly?

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How to Edit Client Details in SolutionBuilder

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How to Edit the Client’s Date of Birth in Solutionbuilder

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How to Edit the Client’s Name in Solutionbuilder

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How to Edit the Client’s Smoker Status in Solutionbuilder

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How to Edit the Client’s Occupation in Solutionbuilder

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How to Edit the Client’s Salary in Solutionbuilder

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How to Add a Second Life in Solutionbuilder

38 views 21/02/2020 Jordie Dale 0

What is a Commission Sacrifice?

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How Do I Modify My Indemnity on SolutionBuilder?

36 views 25/02/2020 Jordie Dale 0

How Do I Sacrifice Commission on SolutionBuilder?

57 views 25/02/2020 Jordie Dale 0

How Do I Compare Product Features on SolutionBuilder?

31 views 05/05/2020 Jordie Dale 0

What Aspects of the Products Can I Compare in Product Features?

33 views 05/05/2020 Jordie Dale 0

Why Is the Option to Select Over 50’s Plans Greyed Out on SolutionBuilder?

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What Does “A Newer Version of the Client Is Available” Mean on SolutionBuilder?

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How to Do a Renewable Quote on SolutionBuilder

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Why Is the ‘Save for Later’ Button Greyed Out?

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How to Do a Critical Illness Buyback Quote on SolutionBuilder

34 views 12/05/2020 Jordie Dale 0

How do I Change My SolutionBuilder Direct Debit Payment Details?

33 views 20/07/2020 Jordie Dale 0

What Is the Non-Medical Underwriting Feature on SolutionBuilder?

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How Do I View Providers Non-Medical Underwriting Limits on SolutionBuilder?

42 views 30/07/2020 Jordie Dale 1

How Do I Quote for Executive Income Protection on SolutionBuilder?

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Error integrating into Solution Builder: The field OrigoOccupationCode is required

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Error integrating into Solution Builder: The field Income must be set to a whole number between 1 and 999999999

36 views 02/10/2020 Jordie Dale 0

Solutionbuilder Encountered a Problem, There Was a Problem Creating the Model

35 views 02/10/2020 Jordie Dale 1

How Do I Register to the CIExpert Free Trial?

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How Do I Access CIExpert Within SolutionBuilder?

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What is the New CIExpert Integration?

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How Do I View Provider Warnings in SolutionBuilder?

36 views 09/11/2020 Jordie Dale 3

How Do I Save/Print a Screenshot of the Results Page on SolutionBuilder?

43 views 09/11/2020 Jordie Dale 1

Can I Enter Medical Conditions to See What Providers Will Cover a Client?

37 views 11/11/2020 Jordie Dale 0

Can I Add Critical Illness Cover to a Whole of Life Quote?

40 views 17/11/2020 Jordie Dale 0

What is Life or Earlier Critical Illness (CIC)?

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What is Fracture Cover?

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Can I Do a Joint Life Income Protection Quote?

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What Does Reviewable Mean?

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What Does Guaranteed Mean?

33 views 07/12/2020 Jordie Dale 0

What Does Renewable Mean?

37 views 07/12/2020 Jordie Dale 0

What Does ‘Own Occupation’ Total Permanent Disability Cover?

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What Does ‘Specified Work Tasks’ Total Permanent Disability Cover?

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What Does ‘Activities of Daily Living’ Total Permanent Disability Cover?

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What Does ‘FATs’ Total Permanent Disability Cover?

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What does FATs stand for?

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What Does ‘Suited Occupation’ Total Permanent Disability Cover?

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What Does ‘Any Occupation’ Total Permanent Disability Cover?

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What Is Waiver of Premium?

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How Do I Add Children’s Critical Illness Onto a Quote?

31 views 07/01/2021 Jordie Dale 0

How Do I Cancel My All Access Subscription

66 views 07/01/2021 Jordie Dale 0

I Have Selected Guaranteed Rates, but the Price Is Increasing Throughout Time on the Illustration?

31 views 20/01/2021 Jordie Dale 0

What Are the Benefits of Applying Through SolutionBuilder?

30 views 22/01/2021 Jordie Dale 0

How Do I Apply to a Quote Through SolutionBuilder?

48 views 22/01/2021 Jordie Dale 2

Why Does iPipeline Use Cookies?

29 views 25/01/2021 Jordie Dale 0

How do I Link iPipeline to an Integration/CRM?

72 views 02/02/2021 Jordie Dale 0

How Do I Recover My Web ID and Password on iPipeline’s Site?

352 views 02/02/2021 Jordie Dale 0

I Can’t Remember My Security Questions, How Do I Retrieve These?

34 views 02/02/2021 Jordie Dale 0

How Do I Change My Details on My Account?

44 views 03/02/2021 Jordie Dale 0

I Am Trying to Recover My Portal Credentials (Web ID and Password), but I Am Not Getting Any Emails Through?

68 views 03/02/2021 Jordie Dale 0

I Need to Amend My Address & Contact Details, How Do I Do This?

52 views 03/02/2021 Jordie Dale 0

Why is the ‘Get Supporting Documents’ Button Greyed Out?

31 views 03/03/2021 Jordie Dale 0

Can I Retrieve a Comparison Report After 30 Days/if the Quotes Expired?

61 views 12/03/2021 Jordie Dale 1

Can I Retrieve an Illustration After 30 Days/if the Quotes Expired?

53 views 12/03/2021 Jordie Dale 3

Can I add Global Treatment to a Quote on SolutionBuilder or Assureweb?

51 views 12/03/2021 Jordie Dale 0

How to Setup a SolutionBuilder Direct Debit

51 views 16/03/2021 Jordie Dale 0

What’s the Difference Between Indemnity and Non-Indemnity?

1190 views 07/04/2021 Jordie Dale 12

Adding in Agencies in for Home Insurance or MetLife on SolutionBuilder

62 views 04/06/2021 Claudie Francis 3

Why Is Product Features Greyed Out on SolutionBuilder?

56 views 07/06/2021 Jordie Dale 2

How to Do a Joint Life Second Death Quote on SolutionBuilder

95 views 07/06/2021 Jordie Dale 0

Why Is the Risk Report Not Producing an Indicative and Risk Assessment?

53 views 24/06/2021 Jordie Dale 0

What Is Key Person Insurance?

73 views 25/06/2021 Jordie Dale 1

What Is Relevant Life Cover?

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What is a Multi Policy Solution?

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What is a Single Policy Solution?

1 views 03/11/2021 Jordie Dale 0

How Do I Compare Vitality’s Serious Illness Cover Within SolutionBuilder?

77 views 25/11/2021 Jordie Dale 1

What Is iPipeline All Access Subscription?

4 views 15/04/2025 Katherine Weller 0

How do I sign up for an All Access, iPipeline Subscription?

3 views 15/04/2025 Katherine Weller 0

What if my business is paying for my subscription?

5 views 16/04/2025 Katherine Weller 0

I need to manage our subscription, but I don’t require an account myself. Is this possible?

2 views 16/04/2025 Katherine Weller 0

All Access Subscription – Will I lose access to my previous quotes if I do not sign up by 2 June?

5 views 22/05/2025 Katherine Weller 0

What is Advanced Underwriting?

37 views 27/08/2025 Katherine Weller 0

When should would I use Advanced Underwriting?

30 views 27/08/2025 Katherine Weller 0

What are the top 20 disclosures Available on Advanced Underwriting?

14 views 27/08/2025 Katherine Weller 0

How Do I Access Advanced Underwriting?

18 views 27/08/2025 Katherine Weller 0

How do I navigate through the Underwriting Screens?

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Disclosure Screens For Advanced Underwriting

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Reviewing and Quoting with Underwriting Disclosures

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Advanced Underwriting Results Screen

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Potential Outcomes

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Advanced Underwriting Training

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How Do I Access The PDF Copy Of Client Details and Medical Disclosures?

9 views 28/08/2025 Katherine Weller 0

Advanced Underwriting Frequently Asked Questions

20 views 28/08/2025 Katherine Weller 0

What should I do if my Advanced Underwriting Outcome Differs On The Providers Side?

17 views 01/09/2025 Katherine Weller 0