SolutionBuilder®

How Do I Quote Relevant Life With Critical Illness?

114 views 15/10/2018 Oliver Bowden 2

How Do I Delete a Benefit 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 long will my quotes be saved on SolutionBuilder?

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How Do I Quote Key Person/Shareholder Protection?

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How Do I Requote an Expired Quote on SolutionBuilder?

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Why is the Flag Button is Greyed Out?

74 views 13/06/2019 Oliver Bowden 1

How Do I Access the Detailed Quote Section?

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How Do I Get to the Risk Report on SolutionBuilder?

162 views 22/10/2018 Oliver Bowden 3

Why Won’t My Illustration Open?

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How Does BMI look When entered in SolutionBuilder?

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Why Can’t I Get an Indicative Quote?

116 views 08/04/2019 Jordie Dale 4

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

93 views 08/04/2019 Jordie Dale 1

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

143 views 08/04/2019 Jordie Dale 1

How Do I Delete a Quote on SolutionBuilder?

90 views 27/01/2020 Jordie Dale 0

How to Quote Short-Term Income Protection?

57 views 31/01/2020 Jordie Dale 0

What is an Income Protection Age Banded Quote?

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How Much Does SolutionBuilder Cost?

105 views 10/02/2020 Jordie Dale 0

What is SolutionBuilder?

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SolutionBuilder vs Assureweb

193 views 10/02/2020 Jordie Dale 1

What is a Limited Benefit Payment Period?

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How Do I Do a Relevant Life Quote?

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How Do I Delete My Account?

60 views 10/02/2020 Jordie Dale 0

How to Do an Over 50’s Life Quote

57 views 10/02/2020 Jordie Dale 0

How to Add Agency Codes (SolutionBuilder Users)

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What is a Convertible Term Policy?

55 views 18/02/2020 Jordie Dale 0

How to do a Premium Led Quote on SolutionBuilder

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How to Quote Annual Premium on SolutionBuilder

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How to Edit Client Details in SolutionBuilder

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How to Add a Second Life in Solutionbuilder

55 views 21/02/2020 Jordie Dale 0

What is a Commission Sacrifice?

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How Do I Modify My Indemnity on SolutionBuilder?

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How Do I Sacrifice Commission on SolutionBuilder?

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How to Do a Renewable Quote on SolutionBuilder

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How Do I Register to the CIExpert Free Trial?

70 views 15/10/2020 Jordie Dale 0

How Do I Access CIExpert Within SolutionBuilder?

68 views 15/10/2020 Jordie Dale 0

What is the New CIExpert Integration?

75 views 16/10/2020 Jordie Dale 0

What is Life or Earlier Critical Illness (CIC)?

105 views 18/11/2020 Jordie Dale 0

What is Fracture Cover?

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Can I Do a Joint Life Income Protection Quote?

53 views 18/11/2020 Jordie Dale 0

What Does Reviewable Mean?

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What Does Guaranteed Mean?

52 views 07/12/2020 Jordie Dale 0

What Does Renewable Mean?

59 views 07/12/2020 Jordie Dale 0

What does FATs stand for?

55 views 09/12/2020 Jordie Dale 0

What Is Waiver of Premium?

60 views 09/12/2020 Jordie Dale 0

How Do I Cancel My All Access Subscription

95 views 07/01/2021 Jordie Dale 0

Why Does iPipeline Use Cookies?

47 views 25/01/2021 Jordie Dale 0

How do I Link iPipeline to an Integration/CRM?

118 views 02/02/2021 Jordie Dale 0

How Do I Change My Details on My Account?

79 views 03/02/2021 Jordie Dale 0

How to Setup a SolutionBuilder Direct Debit

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What Is Key Person Insurance?

103 views 25/06/2021 Jordie Dale 1

What Is Relevant Life Cover?

101 views 25/06/2021 Jordie Dale 0

What is a Multi Policy Solution?

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What is a Single Policy Solution?

18 views 03/11/2021 Jordie Dale 0

What Is iPipeline All Access Subscription?

37 views 15/04/2025 Katherine Weller 0

What if my business is paying for my subscription?

27 views 16/04/2025 Katherine Weller 0

What is Advanced Underwriting?

62 views 27/08/2025 Katherine Weller 0

When should would I use Advanced Underwriting?

58 views 27/08/2025 Katherine Weller 0

How Do I Access Advanced Underwriting?

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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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Advanced Underwriting Frequently Asked Questions

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