SolutionBuilder

How to Launch XRAE from SolutionBuilder

24 views 18/02/2020 Jordie Dale 3

Why is the Flag Button is Greyed Out?

35 views 13/06/2019 Oliver Bowden 4

How to do a Premium Led Quote on SolutionBuilder

37 views 18/02/2020 Jordie Dale 4

How to Quote Annual Premium on SolutionBuilder

24 views 18/02/2020 Jordie Dale 3

How Do I Access the Detailed Quote Section?

143 views 22/10/2018 Oliver Bowden 3

How Do I Get to the Risk Report on SolutionBuilder?

101 views 22/10/2018 Oliver Bowden 6

How to Edit Client Details in SolutionBuilder

15 views 21/02/2020 Jordie Dale 3

How to Add a Second Life in Solutionbuilder

15 views 21/02/2020 Jordie Dale 3

What is a Commission Sacrifice?

40 views 25/02/2020 Jordie Dale 3

How Do I Modify My Indemnity on SolutionBuilder?

24 views 25/02/2020 Jordie Dale 2

How Do I Sacrifice Commission on SolutionBuilder?

23 views 25/02/2020 Jordie Dale 2

Why Won’t My Illustration Open?

50 views 22/10/2018 Oliver Bowden 2

How Does XRAE Integrate With SolutionBuilder?

75 views 22/10/2018 Oliver Bowden 2

How Do I Access Product Features?

32 views 05/05/2020 Jordie Dale 2

How to Do a Renewable Quote on SolutionBuilder

16 views 12/05/2020 Jordie Dale 2

How Do I Delete a Quote on SolutionBuilder?

27 views 27/01/2020 Jordie Dale 2

How to Quote Short-Term Income Protection?

20 views 31/01/2020 Jordie Dale 2

How Do I Register to the CIExpert Free Trial?

14 views 15/10/2020 Jordie Dale 2

What is an Income Protection Age Banded Quote?

67 views 31/01/2020 Jordie Dale 3

How Do I Access CIExpert Within SolutionBuilder?

26 views 15/10/2020 Jordie Dale 2

What is the New CIExpert Integration?

20 views 16/10/2020 Jordie Dale 2

What is Life or Earlier Critical Illness (CIC)?

23 views 18/11/2020 Jordie Dale 2

How Much Does SolutionBuilder Cost?

14 views 10/02/2020 Jordie Dale 3

What is Fracture Cover?

14 views 18/11/2020 Jordie Dale 3

What is SolutionBuilder?

23 views 10/02/2020 Jordie Dale 3

Can I Do a Joint Life Income Protection Quote?

13 views 18/11/2020 Jordie Dale 2

SolutionBuilder vs Assureweb

39 views 10/02/2020 Jordie Dale 4

How Much Does XRAE Cost?

17 views 10/02/2020 Jordie Dale 2

What Does Reviewable Mean?

11 views 07/12/2020 Jordie Dale 2

What Does Guaranteed Mean?

14 views 07/12/2020 Jordie Dale 2

What Does Renewable Mean?

16 views 07/12/2020 Jordie Dale 2

What does FATs stand for?

9 views 09/12/2020 Jordie Dale 2

What Is Waiver of Premium?

12 views 09/12/2020 Jordie Dale 2

What is a Limited Benefit Payment Period?

31 views 10/02/2020 Jordie Dale 2

How Do I Cancel My SolutionBuilder Direct Debit?

13 views 07/01/2021 Jordie Dale 2

How Do I Do a Relevant Life Quote?

26 views 10/02/2020 Jordie Dale 2

How Do I Delete My Account?

21 views 10/02/2020 Jordie Dale 2

How to Do an Over 50’s Life Quote

16 views 10/02/2020 Jordie Dale 3

Why Does iPipeline Use Cookies?

14 views 25/01/2021 Jordie Dale 3

How do I Link iPipeline to an Integration/CRM?

23 views 02/02/2021 Jordie Dale 3

Why Can’t I Get an Indicative Quote?

76 views 08/04/2019 Jordie Dale 6

How Do I Change My Details on My Account?

30 views 03/02/2021 Jordie Dale 3

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

49 views 08/04/2019 Jordie Dale 4

How Do I Quote Relevant Life With Critical Illness?

62 views 15/10/2018 Oliver Bowden 5

How Do I Delete a Benefit on SolutionBuilder?

37 views 15/10/2018 Oliver Bowden 2

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

58 views 08/04/2019 Jordie Dale 4

How Do I Modify My Commission on SolutionBuilder?

88 views 15/10/2018 Oliver Bowden 3

How Do I Add a Benefit on SolutionBuilder?

34 views 15/10/2018 Oliver Bowden 2

How Do I Save a Benefit on SolutionBuilder?

31 views 15/10/2018 Oliver Bowden 2

How Do I Save a Quote on SolutionBuilder?

28 views 15/10/2018 Oliver Bowden 2

How to Setup a SolutionBuilder Direct Debit

33 views 16/03/2021 Jordie Dale 3

How long will my quotes be saved on SolutionBuilder?

43 views 15/10/2018 Oliver Bowden 3

How Can I Add in Life With Critical Illness?

56 views 15/10/2018 Oliver Bowden 3

How Do I Quote Key Person/Shareholder Protection?

44 views 15/10/2018 Oliver Bowden 2

How to Add Agency Codes (SolutionBuilder Users)

52 views 13/02/2020 Jordie Dale 3

What is a Convertible Term Policy?

16 views 18/02/2020 Jordie Dale 3