SolutionBuilder®

How Do I Quote Relevant Life With Critical Illness?

102 views 15/10/2018 Oliver Bowden 2

How Do I Delete a Benefit on SolutionBuilder?

72 views 15/10/2018 Oliver Bowden 0

How Do I Edit My Commission on SolutionBuilder?

148 views 15/10/2018 Oliver Bowden 1

How Do I Add a Benefit on SolutionBuilder?

75 views 15/10/2018 Oliver Bowden 0

How Do I Save a Benefit on SolutionBuilder?

65 views 15/10/2018 Oliver Bowden 0

How Do I Save a Quote on SolutionBuilder?

61 views 15/10/2018 Oliver Bowden 0

How long will my quotes be saved on SolutionBuilder?

95 views 15/10/2018 Oliver Bowden 1

How Do I Quote Key Person/Shareholder Protection?

145 views 15/10/2018 Oliver Bowden 1

How Do I Requote an Expired Quote on SolutionBuilder?

103 views 15/10/2018 Oliver Bowden 0

Why is the Flag Button is Greyed Out?

60 views 13/06/2019 Oliver Bowden 1

How Do I Access the Detailed Quote Section?

171 views 22/10/2018 Oliver Bowden 0

How Do I Get to the Risk Report on SolutionBuilder?

149 views 22/10/2018 Oliver Bowden 3

Why Won’t My Illustration Open?

78 views 22/10/2018 Oliver Bowden 0

How Does BMI look When entered in SolutionBuilder?

105 views 22/10/2018 Oliver Bowden 0

Why Can’t I Get an Indicative Quote?

108 views 08/04/2019 Jordie Dale 4

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

84 views 08/04/2019 Jordie Dale 1

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

128 views 08/04/2019 Jordie Dale 1

How Do I Delete a Quote on SolutionBuilder?

63 views 27/01/2020 Jordie Dale 0

How to Quote Short-Term Income Protection?

48 views 31/01/2020 Jordie Dale 0

What is an Income Protection Age Banded Quote?

232 views 31/01/2020 Jordie Dale 2

How Much Does SolutionBuilder Cost?

95 views 10/02/2020 Jordie Dale 0

What is SolutionBuilder?

83 views 10/02/2020 Jordie Dale 0

SolutionBuilder vs Assureweb

178 views 10/02/2020 Jordie Dale 1

What is a Limited Benefit Payment Period?

131 views 10/02/2020 Jordie Dale 0

How Do I Do a Relevant Life Quote?

96 views 10/02/2020 Jordie Dale 2

How Do I Delete My Account?

44 views 10/02/2020 Jordie Dale 0

How to Do an Over 50’s Life Quote

47 views 10/02/2020 Jordie Dale 0

How to Add Agency Codes (SolutionBuilder Users)

70 views 13/02/2020 Jordie Dale 0

What is a Convertible Term Policy?

45 views 18/02/2020 Jordie Dale 0

How to do a Premium Led Quote on SolutionBuilder

86 views 18/02/2020 Jordie Dale 1

How to Quote Annual Premium on SolutionBuilder

56 views 18/02/2020 Jordie Dale 0

How to Edit Client Details in SolutionBuilder

44 views 21/02/2020 Jordie Dale 0

How to Add a Second Life in Solutionbuilder

45 views 21/02/2020 Jordie Dale 0

What is a Commission Sacrifice?

142 views 25/02/2020 Jordie Dale 0

How Do I Modify My Indemnity on SolutionBuilder?

51 views 25/02/2020 Jordie Dale 0

How Do I Sacrifice Commission on SolutionBuilder?

75 views 25/02/2020 Jordie Dale 0

How to Do a Renewable Quote on SolutionBuilder

51 views 12/05/2020 Jordie Dale 0

How Do I Register to the CIExpert Free Trial?

56 views 15/10/2020 Jordie Dale 0

How Do I Access CIExpert Within SolutionBuilder?

59 views 15/10/2020 Jordie Dale 0

What is the New CIExpert Integration?

60 views 16/10/2020 Jordie Dale 0

What is Life or Earlier Critical Illness (CIC)?

100 views 18/11/2020 Jordie Dale 0

What is Fracture Cover?

43 views 18/11/2020 Jordie Dale 0

Can I Do a Joint Life Income Protection Quote?

42 views 18/11/2020 Jordie Dale 0

What Does Reviewable Mean?

38 views 07/12/2020 Jordie Dale 0

What Does Guaranteed Mean?

44 views 07/12/2020 Jordie Dale 0

What Does Renewable Mean?

44 views 07/12/2020 Jordie Dale 0

What does FATs stand for?

50 views 09/12/2020 Jordie Dale 0

What Is Waiver of Premium?

50 views 09/12/2020 Jordie Dale 0

How Do I Cancel My All Access Subscription

79 views 07/01/2021 Jordie Dale 0

Why Does iPipeline Use Cookies?

37 views 25/01/2021 Jordie Dale 0

How do I Link iPipeline to an Integration/CRM?

106 views 02/02/2021 Jordie Dale 0

How Do I Change My Details on My Account?

63 views 03/02/2021 Jordie Dale 0

How to Setup a SolutionBuilder Direct Debit

63 views 16/03/2021 Jordie Dale 0

What Is Key Person Insurance?

86 views 25/06/2021 Jordie Dale 1

What Is Relevant Life Cover?

91 views 25/06/2021 Jordie Dale 0

What is a Multi Policy Solution?

85 views 03/11/2021 Jordie Dale 0

What is a Single Policy Solution?

13 views 03/11/2021 Jordie Dale 1

What Is iPipeline All Access Subscription?

49 views 15/04/2025 Katherine Weller 0

What if my business is paying for my subscription?

55 views 16/04/2025 Katherine Weller 0