SolutionBuilder

How Do I Quote Relevant Life With Critical Illness?

131 views 15/10/2018 Oliver Bowden 2

How Do I Delete a Benefit on SolutionBuilder?

92 views 15/10/2018 Oliver Bowden 0

How Do I Edit My Commission on SolutionBuilder?

196 views 15/10/2018 Oliver Bowden 1

How Do I Add a Benefit on SolutionBuilder?

97 views 15/10/2018 Oliver Bowden 0

How Do I Save a Benefit on SolutionBuilder?

85 views 15/10/2018 Oliver Bowden 0

How Do I Save a Quote on SolutionBuilder?

90 views 15/10/2018 Oliver Bowden 0

How long will my quotes be saved on SolutionBuilder?

122 views 15/10/2018 Oliver Bowden 1

How Do I Quote Key Person/Shareholder Protection?

210 views 15/10/2018 Oliver Bowden 3

How Do I Requote an Expired Quote on SolutionBuilder?

131 views 15/10/2018 Oliver Bowden 0

Why is the Flag Button is Greyed Out?

80 views 13/06/2019 Oliver Bowden 1

How Do I Access the Detailed Quote Section?

197 views 22/10/2018 Oliver Bowden 0

How Do I Get to the Risk Report on SolutionBuilder?

184 views 22/10/2018 Oliver Bowden 3

Why Won’t My Illustration Open?

107 views 22/10/2018 Oliver Bowden 0

How Does BMI look When entered in SolutionBuilder?

130 views 22/10/2018 Oliver Bowden 0

Why Can’t I Get an Indicative Quote?

130 views 08/04/2019 Jordie Dale 4

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

112 views 08/04/2019 Jordie Dale 2

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

165 views 08/04/2019 Jordie Dale 1

How Do I Delete a Quote on SolutionBuilder?

105 views 27/01/2020 Jordie Dale 0

How to Quote Short-Term Income Protection?

72 views 31/01/2020 Jordie Dale 0

What is an Income Protection Age Banded Quote?

458 views 31/01/2020 Jordie Dale 2

How Much Does SolutionBuilder Cost?

97 views 10/02/2020 Jordie Dale 0

What is SolutionBuilder?

121 views 10/02/2020 Jordie Dale 0

SolutionBuilder vs Assureweb

218 views 10/02/2020 Jordie Dale 1

What is a Limited Benefit Payment Period?

189 views 10/02/2020 Jordie Dale 1

How Do I Do a Relevant Life Quote?

137 views 10/02/2020 Jordie Dale 2

How Do I Delete My Account?

71 views 10/02/2020 Jordie Dale 0

How to Do an Over 50’s Life Quote

69 views 10/02/2020 Jordie Dale 0

How to Add Agency Codes (SolutionBuilder Users)

146 views 13/02/2020 Jordie Dale 0

What is a Convertible Term Policy?

66 views 18/02/2020 Jordie Dale 0

How to do a Premium Led Quote on SolutionBuilder

123 views 18/02/2020 Jordie Dale 1

How to Quote Annual Premium on SolutionBuilder

75 views 18/02/2020 Jordie Dale 0

How to Edit Client Details in SolutionBuilder

64 views 21/02/2020 Jordie Dale 0

How to Add a Second Life in Solutionbuilder

68 views 21/02/2020 Jordie Dale 0

What is a Commission Sacrifice?

230 views 25/02/2020 Jordie Dale 2

How Do I Modify My Indemnity on SolutionBuilder?

74 views 25/02/2020 Jordie Dale 0

How Do I Sacrifice Commission on SolutionBuilder?

107 views 25/02/2020 Jordie Dale 0

How to Do a Renewable Quote on SolutionBuilder

72 views 12/05/2020 Jordie Dale 0

How Do I Register to the CIExpert Free Trial?

83 views 15/10/2020 Jordie Dale 0

How Do I Access CIExpert Within SolutionBuilder?

85 views 15/10/2020 Jordie Dale 0

What is the New CIExpert Integration?

98 views 16/10/2020 Jordie Dale 0

What is Life or Earlier Critical Illness (CIC)?

138 views 18/11/2020 Jordie Dale 0

What is Fracture Cover?

64 views 18/11/2020 Jordie Dale 1

Can I Do a Joint Life Income Protection Quote?

73 views 18/11/2020 Jordie Dale 0

What Does Reviewable Mean?

60 views 07/12/2020 Jordie Dale 0

What Does Guaranteed Mean?

63 views 07/12/2020 Jordie Dale 0

What Does Renewable Mean?

74 views 07/12/2020 Jordie Dale 0

What does FATs stand for?

70 views 09/12/2020 Jordie Dale 0

What Is Waiver of Premium?

80 views 09/12/2020 Jordie Dale 0

How Do I Cancel My SolutionBuilder Direct Debit?

97 views 07/01/2021 Jordie Dale 0

Why Does iPipeline Use Cookies?

57 views 25/01/2021 Jordie Dale 0

How do I Link iPipeline to an Integration/CRM?

114 views 02/02/2021 Jordie Dale 0

How Do I Change My Details on My Account?

75 views 03/02/2021 Jordie Dale 0

How to Setup a SolutionBuilder Direct Debit

100 views 16/03/2021 Jordie Dale 1

What Is Key Person Insurance?

170 views 25/06/2021 Jordie Dale 3

What Is Relevant Life Cover?

182 views 25/06/2021 Jordie Dale 3

What is a Multi Policy Solution?

149 views 03/11/2021 Jordie Dale 0