SolutionBuilder

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How to Download Key Feature Documents in SolutionBuilder

34 views 18/02/2020 Jordie Dale 6

How to Download Data Capture Forms in SolutionBuilder

30 views 18/02/2020 Jordie Dale 5

How to Launch XRAE from SolutionBuilder

34 views 18/02/2020 Jordie Dale 5

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

68 views 22/10/2018 Oliver Bowden 5

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

455 views 07/04/2021 Jordie Dale 11

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 Save Detailed Quotes Back Into My SolutionBuilder Client History Page?

58 views 22/10/2018 Oliver Bowden 5

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

45 views 19/02/2020 Jordie Dale 5

Adding in Agencies in for Home Insurance or MetLife on SolutionBuilder

39 views 04/06/2021 Claudie Francis 5

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

44 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

Why Is Product Features Greyed Out on SolutionBuilder?

22 views 07/06/2021 Jordie Dale 5

How to Do a Joint Life Second Death Quote on SolutionBuilder

38 views 07/06/2021 Jordie Dale 5

How to Edit Client Details in SolutionBuilder

24 views 21/02/2020 Jordie Dale 5

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

43 views 22/10/2018 Oliver Bowden 5

Why’s There 3 Quote Solutions on the Results Screen for My Multi-benefit Quote?

54 views 22/10/2018 Oliver Bowden 5

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

14 views 21/02/2020 Jordie Dale 5

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

37 views 22/10/2018 Oliver Bowden 6

How to Edit the Client’s Name in Solutionbuilder

12 views 21/02/2020 Jordie Dale 5

How to Edit the Client’s Smoker Status in Solutionbuilder

16 views 21/02/2020 Jordie Dale 5

How to Edit the Client’s Occupation in Solutionbuilder

11 views 21/02/2020 Jordie Dale 5

How to Edit the Client’s Salary in Solutionbuilder

21 views 21/02/2020 Jordie Dale 5

How to Add a Second Life in Solutionbuilder

17 views 21/02/2020 Jordie Dale 5

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

37 views 22/10/2018 Oliver Bowden 5

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

25 views 24/06/2021 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 View the Client Specific Illustration on SolutionBuilder?

44 views 22/10/2018 Oliver Bowden 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 Do I View a Quotes Comparison Report on SolutionBuilder?

51 views 22/10/2018 Oliver Bowden 6

How Does XRAE Integrate With SolutionBuilder?

78 views 22/10/2018 Oliver Bowden 5

How Do I Add in Height and Weight in SolutionBuilder?

43 views 22/10/2018 Oliver Bowden 5

How Do I Access Product Features?

23 views 05/05/2020 Jordie Dale 5

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

17 views 05/05/2020 Jordie Dale 5

How Do I View the PDF of Product Feature Definitions?

22 views 05/05/2020 Jordie Dale 5

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

14 views 12/05/2020 Jordie Dale 5

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

15 views 12/05/2020 Jordie Dale 5

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

76 views 22/10/2018 Oliver Bowden 5

How to Do a Renewable Quote on SolutionBuilder

19 views 12/05/2020 Jordie Dale 5

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

34 views 12/05/2020 Jordie Dale 5

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

29 views 27/01/2020 Jordie Dale 5

How Do I Quote Relevant Life With Critical Illness Cover?

24 views 27/01/2020 Jordie Dale 5

How to Do a Critical Illness Buyback Quote on SolutionBuilder

23 views 12/05/2020 Jordie Dale 5

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

22 views 27/01/2020 Jordie Dale 5

How Do I Delete a Quote on SolutionBuilder?

21 views 27/01/2020 Jordie Dale 5

What is the SolutionBuilder Benefit Summary Screen and How Do I Access It?

27 views 27/01/2020 Jordie Dale 5

How do I Change My SolutionBuilder Direct Debit Payment Details?

38 views 20/07/2020 Jordie Dale 5

Why Isn’t My Client’s Occupation Showing Up in the Occupation Section on the Portal?

21 views 27/01/2020 Jordie Dale 5

What Is the Non-Medical Underwriting Feature on SolutionBuilder?

37 views 30/07/2020 Jordie Dale 5

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

20 views 30/07/2020 Jordie Dale 5

How Do I Quote for Executive Income Protection on SolutionBuilder?

38 views 10/08/2020 Jordie Dale 5

Error integrating into Solution Builder: The field OrigoOccupationCode is required

19 views 02/10/2020 Jordie Dale 5

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

20 views 02/10/2020 Jordie Dale 5

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

17 views 02/10/2020 Jordie Dale 5

Are There Any Network Discounts for SolutionBuilder?

20 views 31/01/2020 Jordie Dale 5

How to Quote Short-Term Income Protection?

23 views 31/01/2020 Jordie Dale 5

What Quotes Can I Do in the Detailed Quote Section?

42 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

How Do I View Provider Warnings in SolutionBuilder?

25 views 09/11/2020 Jordie Dale 5

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

37 views 09/11/2020 Jordie Dale 5

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

22 views 11/11/2020 Jordie Dale 5

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

42 views 17/11/2020 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

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

17 views 10/02/2020 Jordie Dale 5

What Does Renewable Mean?

23 views 07/12/2020 Jordie Dale 5

What Does ‘Own Occupation’ Total Permanent Disability Cover?

26 views 07/12/2020 Jordie Dale 5

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

64 views 07/12/2020 Jordie Dale 5

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

500 views 09/12/2020 Jordie Dale 5

Is Adding Height and Weight Optional on SolutionBuilder?

22 views 10/02/2020 Jordie Dale 5

What Does ‘FATs’ Total Permanent Disability Cover?

63 views 09/12/2020 Jordie Dale 6

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

20 views 10/02/2020 Jordie Dale 5

What does FATs stand for?

15 views 09/12/2020 Jordie Dale 5

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

23 views 10/02/2020 Jordie Dale 5

What Does ‘Suited Occupation’ Total Permanent Disability Cover?

58 views 09/12/2020 Jordie Dale 5

What Does ‘Any Occupation’ Total Permanent Disability Cover?

28 views 09/12/2020 Jordie Dale 5

What Is Waiver of Premium?

14 views 09/12/2020 Jordie Dale 5

How Do I Access XRAE From Solutionbuilder So My Client Details Pull Through?

34 views 10/02/2020 Jordie Dale 5

Why is Vitality Optimiser Returning for Guaranteed Rates?

30 views 10/02/2020 Jordie Dale 5

What is a Limited Benefit Payment Period?

47 views 10/02/2020 Jordie Dale 5

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

314 views 07/01/2021 Jordie Dale 5

How Do I Cancel My SolutionBuilder Direct Debit?

36 views 07/01/2021 Jordie Dale 5

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

20 views 10/02/2020 Jordie Dale 5

How Do I Do a Relevant Life Quote?

36 views 10/02/2020 Jordie Dale 6

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

13 views 10/02/2020 Jordie Dale 5

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

16 views 10/02/2020 Jordie Dale 5

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

17 views 20/01/2021 Jordie Dale 5

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

20 views 10/02/2020 Jordie Dale 5

What Are the Benefits of Applying Through SolutionBuilder?

17 views 22/01/2021 Jordie Dale 5

How Do I Apply to a Quote Through SolutionBuilder?

29 views 22/01/2021 Jordie Dale 5

Where Can I Find Provider Literature/Documents on SolutionBuilder?

20 views 10/02/2020 Jordie Dale 5

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

17 views 10/02/2020 Jordie Dale 5

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

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

160 views 02/02/2021 Jordie Dale 5

What is the Indicative Quote and How is It Generated?

38 views 08/04/2019 Jordie Dale 6

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

29 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

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

30 views 03/02/2021 Jordie Dale 5

I Need to Amend My Firm FCA Details, How Do I Do This?

24 views 03/02/2021 Jordie Dale 5

How Do I Quote Relevant Life With Critical Illness?

68 views 15/10/2018 Oliver Bowden 7

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

158 views 08/04/2019 Jordie Dale 6

How Do I Delete a Benefit on SolutionBuilder?

45 views 15/10/2018 Oliver Bowden 5

How Do I Amend the Inputs of a Benefit in SolutionBuilder?

34 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

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

18 views 03/03/2021 Jordie Dale 5

How Do I Add a Benefit on SolutionBuilder?

39 views 15/10/2018 Oliver Bowden 5

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

26 views 12/03/2021 Jordie Dale 5

How Do I Save a Benefit on SolutionBuilder?

45 views 15/10/2018 Oliver Bowden 5

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

22 views 12/03/2021 Jordie Dale 5

How Do I Save a Quote on SolutionBuilder?

31 views 15/10/2018 Oliver Bowden 5

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

21 views 12/03/2021 Jordie Dale 5

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

26 views 12/03/2021 Jordie Dale 5

How Do I Access the Client History Page on SolutionBuilder?

42 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 Do I Requote an Expired Quote on SolutionBuilder?

51 views 15/10/2018 Oliver Bowden 5

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

52 views 17/06/2019 Jordie Dale 5

How to Add Agency Codes (SolutionBuilder Users)

49 views 13/02/2020 Jordie Dale 5

How to do a Convertible Term Quote on SolutionBuilder

17 views 18/02/2020 Jordie Dale 5

What is a Convertible Term Policy?

21 views 18/02/2020 Jordie Dale 5