SolutionBuilder

How to Launch XRAE from SolutionBuilder

34 views 18/02/2020 Jordie Dale 5

Why is the Flag Button is Greyed Out?

36 views 13/06/2019 Oliver Bowden 6

How to do a Premium Led Quote on SolutionBuilder

42 views 18/02/2020 Jordie Dale 6

How to Quote Annual Premium on SolutionBuilder

30 views 18/02/2020 Jordie Dale 5

How Do I Access the Detailed Quote Section?

138 views 22/10/2018 Oliver Bowden 5

How Do I Get to the Risk Report on SolutionBuilder?

118 views 22/10/2018 Oliver Bowden 8

How to Edit Client Details in SolutionBuilder

24 views 21/02/2020 Jordie Dale 5

How to Add a Second Life in Solutionbuilder

17 views 21/02/2020 Jordie Dale 5

What is a Commission Sacrifice?

54 views 25/02/2020 Jordie Dale 5

What Is Key Person Insurance?

32 views 25/06/2021 Jordie Dale 5

How Do I Modify My Indemnity on SolutionBuilder?

44 views 25/02/2020 Jordie Dale 5

What Is Relevant Life Cover?

44 views 25/06/2021 Jordie Dale 5

How Do I Sacrifice Commission on SolutionBuilder?

33 views 25/02/2020 Jordie Dale 6

Why Won’t My Illustration Open?

51 views 22/10/2018 Oliver Bowden 5

How Does XRAE Integrate With SolutionBuilder?

78 views 22/10/2018 Oliver Bowden 5

How Do I Access Product Features?

23 views 05/05/2020 Jordie Dale 5

How to Do a Renewable Quote on SolutionBuilder

19 views 12/05/2020 Jordie Dale 5

How Do I Delete a Quote on SolutionBuilder?

21 views 27/01/2020 Jordie Dale 5

How to Quote Short-Term Income Protection?

23 views 31/01/2020 Jordie Dale 5

How Do I Register to the CIExpert Free Trial?

34 views 15/10/2020 Jordie Dale 5

What is an Income Protection Age Banded Quote?

108 views 31/01/2020 Jordie Dale 6

How Do I Access CIExpert Within SolutionBuilder?

20 views 15/10/2020 Jordie Dale 5

What is the New CIExpert Integration?

34 views 16/10/2020 Jordie Dale 5

What is Life or Earlier Critical Illness (CIC)?

50 views 18/11/2020 Jordie Dale 5

How Much Does SolutionBuilder Cost?

22 views 10/02/2020 Jordie Dale 5

What is Fracture Cover?

19 views 18/11/2020 Jordie Dale 5

What is SolutionBuilder?

34 views 10/02/2020 Jordie Dale 6

Can I Do a Joint Life Income Protection Quote?

15 views 18/11/2020 Jordie Dale 5

SolutionBuilder vs Assureweb

43 views 10/02/2020 Jordie Dale 5

How Much Does XRAE Cost?

19 views 10/02/2020 Jordie Dale 5

What Does Reviewable Mean?

16 views 07/12/2020 Jordie Dale 5

What Does Guaranteed Mean?

19 views 07/12/2020 Jordie Dale 5

What Does Renewable Mean?

23 views 07/12/2020 Jordie Dale 5

What does FATs stand for?

15 views 09/12/2020 Jordie Dale 5

What Is Waiver of Premium?

14 views 09/12/2020 Jordie Dale 5

What is a Limited Benefit Payment Period?

47 views 10/02/2020 Jordie Dale 5

How Do I Cancel My SolutionBuilder Direct Debit?

36 views 07/01/2021 Jordie Dale 5

How Do I Do a Relevant Life Quote?

36 views 10/02/2020 Jordie Dale 6

How Do I Delete My Account?

41 views 10/02/2020 Jordie Dale 5

How to Do an Over 50’s Life Quote

25 views 10/02/2020 Jordie Dale 6

Why Does iPipeline Use Cookies?

14 views 25/01/2021 Jordie Dale 5

How do I Link iPipeline to an Integration/CRM?

43 views 02/02/2021 Jordie Dale 5

Why Can’t I Get an Indicative Quote?

79 views 08/04/2019 Jordie Dale 9

How Do I Change My Details on My Account?

23 views 03/02/2021 Jordie Dale 5

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

54 views 08/04/2019 Jordie Dale 6

How Do I Quote Relevant Life With Critical Illness?

68 views 15/10/2018 Oliver Bowden 7

How Do I Delete a Benefit on SolutionBuilder?

45 views 15/10/2018 Oliver Bowden 5

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

66 views 08/04/2019 Jordie Dale 7

How Do I Modify My Commission on SolutionBuilder?

101 views 15/10/2018 Oliver Bowden 6

How Do I Add a Benefit on SolutionBuilder?

39 views 15/10/2018 Oliver Bowden 5

How Do I Save a Benefit on SolutionBuilder?

45 views 15/10/2018 Oliver Bowden 5

How Do I Save a Quote on SolutionBuilder?

31 views 15/10/2018 Oliver Bowden 5

How to Setup a SolutionBuilder Direct Debit

77 views 16/03/2021 Jordie Dale 5

How long will my quotes be saved on SolutionBuilder?

48 views 15/10/2018 Oliver Bowden 5

How Can I Add in Life With Critical Illness?

61 views 15/10/2018 Oliver Bowden 5

How Do I Quote Key Person/Shareholder Protection?

60 views 15/10/2018 Oliver Bowden 5

How to Add Agency Codes (SolutionBuilder Users)

49 views 13/02/2020 Jordie Dale 5

What is a Convertible Term Policy?

21 views 18/02/2020 Jordie Dale 5