SolutionBuilder

home/Knowledge Base/SolutionBuilder/

How to Download Key Feature Documents in SolutionBuilder

7 views 18/02/2020 Jordie Dale 1

How to Download Data Capture Forms in SolutionBuilder

8 views 18/02/2020 Jordie Dale 0

How to Launch XRAE from SolutionBuilder

4 views 18/02/2020 Jordie Dale 0

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

46 views 22/10/2018 Oliver Bowden 0

Why is the Flag Button is Greyed Out?

21 views 13/06/2019 Oliver Bowden 1

How to do a Premium Led Quote on SolutionBuilder

17 views 18/02/2020 Jordie Dale 1

How to Quote Annual Premium on SolutionBuilder

7 views 18/02/2020 Jordie Dale 0

How Do I Access the Detailed Quote Section?

101 views 22/10/2018 Oliver Bowden 0

How Do I Save Detailed Quotes Back Into My SolutionBuilder Client History Page?

40 views 22/10/2018 Oliver Bowden 0

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

5 views 19/02/2020 Jordie Dale 0

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

23 views 22/10/2018 Oliver Bowden 0

How Do I Get to the Risk Report on SolutionBuilder?

62 views 22/10/2018 Oliver Bowden 3

How to Edit Client Details in SolutionBuilder

2 views 21/02/2020 Jordie Dale 0

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

29 views 22/10/2018 Oliver Bowden 0

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

38 views 22/10/2018 Oliver Bowden 0

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

1 views 21/02/2020 Jordie Dale 0

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

25 views 22/10/2018 Oliver Bowden 1

How to Edit the Client’s Name in Solutionbuilder

1 views 21/02/2020 Jordie Dale 0

How to Edit the Client’s Smoker Status in Solutionbuilder

5 views 21/02/2020 Jordie Dale 0

How to Edit the Client’s Occupation in Solutionbuilder

2 views 21/02/2020 Jordie Dale 0

How to Edit the Client’s Salary in Solutionbuilder

1 views 21/02/2020 Jordie Dale 0

How to Add a Second Life in Solutionbuilder

4 views 21/02/2020 Jordie Dale 0

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

25 views 22/10/2018 Oliver Bowden 0

What is a Commission Sacrifice?

6 views 25/02/2020 Jordie Dale 0

How Do I View the Client Specific Illustration on SolutionBuilder?

27 views 22/10/2018 Oliver Bowden 0

How Do I Modify My Indemnity on SolutionBuilder?

4 views 25/02/2020 Jordie Dale 0

How Do I Sacrifice Commission on SolutionBuilder?

7 views 25/02/2020 Jordie Dale 0

Why Won’t My Illustration Open?

36 views 22/10/2018 Oliver Bowden 0

How Do I View a Quotes Comparison Report on SolutionBuilder?

39 views 22/10/2018 Oliver Bowden 1

How Does XRAE Integrate With SolutionBuilder?

57 views 22/10/2018 Oliver Bowden 0

How Do I Add in Height and Weight in SolutionBuilder?

26 views 22/10/2018 Oliver Bowden 0

How Do I Access Product Features?

0 views 05/05/2020 Jordie Dale 0

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

2 views 05/05/2020 Jordie Dale 0

How Do I View the PDF of Product Feature Definitions?

1 views 05/05/2020 Jordie Dale 0

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

0 views 12/05/2020 Jordie Dale 0

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

0 views 12/05/2020 Jordie Dale 0

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

61 views 22/10/2018 Oliver Bowden 0

How to Do a Renewable Quote on SolutionBuilder

1 views 12/05/2020 Jordie Dale 0

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

3 views 12/05/2020 Jordie Dale 0

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

11 views 27/01/2020 Jordie Dale 0

How Do I Quote Relevant Life With Critical Illness Cover?

7 views 27/01/2020 Jordie Dale 0

How to Do a Critical Illness Buyback Quote on SolutionBuilder

1 views 12/05/2020 Jordie Dale 0

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

6 views 27/01/2020 Jordie Dale 0

How Do I Delete a Quote on SolutionBuilder?

8 views 27/01/2020 Jordie Dale 0

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

8 views 27/01/2020 Jordie Dale 0

How do I Change My SolutionBuilder Direct Debit Payment Details?

2 views 20/07/2020 Jordie Dale 0

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

6 views 27/01/2020 Jordie Dale 0

What Is the Non-Medical Underwriting Feature on SolutionBuilder?

0 views 30/07/2020 Jordie Dale 0

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

0 views 30/07/2020 Jordie Dale 0

How Do I Quote for Executive Income Protection on SolutionBuilder?

3 views 10/08/2020 Jordie Dale 1

Error integrating into Solution Builder: The field OrigoOccupationCode is required

1 views 02/10/2020 Jordie Dale 0

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

0 views 02/10/2020 Jordie Dale 0

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

0 views 02/10/2020 Jordie Dale 0

Are There Any Network Discounts for SolutionBuilder?

3 views 31/01/2020 Jordie Dale 0

How to Quote Short-Term Income Protection?

5 views 31/01/2020 Jordie Dale 0

What Quotes Can I Do in the Detailed Quote Section?

12 views 31/01/2020 Jordie Dale 0

How Do I Register to the CIExpert Free Trial?

3 views 15/10/2020 Jordie Dale 0

What is an Income Protection Age Banded Quote?

19 views 31/01/2020 Jordie Dale 0

How Do I Access CIExpert Within SolutionBuilder?

7 views 15/10/2020 Jordie Dale 0

What is the New CIExpert Integration?

3 views 16/10/2020 Jordie Dale 0

How Do I View Provider Warnings in SolutionBuilder?

1 views 09/11/2020 Jordie Dale 0

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

0 views 09/11/2020 Jordie Dale 0

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

0 views 11/11/2020 Jordie Dale 0

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

0 views 17/11/2020 Jordie Dale 0

What is Life or Earlier Critical Illness (CIC)?

0 views 18/11/2020 Jordie Dale 0

How Much Does SolutionBuilder Cost?

3 views 10/02/2020 Jordie Dale 0

What is Fracture Cover?

0 views 18/11/2020 Jordie Dale 0

What is SolutionBuilder?

6 views 10/02/2020 Jordie Dale 0

Can I Do a Joint Life Income Protection Quote?

0 views 18/11/2020 Jordie Dale 0

Main Features and Benefits of Using SolutionBuilder

11 views 10/02/2020 Jordie Dale 0

How Much Does XRAE Cost?

3 views 10/02/2020 Jordie Dale 0

What Does Reviewable Mean?

0 views 07/12/2020 Jordie Dale 0

What Does Guaranteed Mean?

3 views 07/12/2020 Jordie Dale 0

What Does Renewable Mean?

0 views 07/12/2020 Jordie Dale 0

What Does ‘Own Occupation’ Total Permanent Disability Cover?

0 views 07/12/2020 Jordie Dale 0

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

0 views 07/12/2020 Jordie Dale 0

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

0 views 09/12/2020 Jordie Dale 0

Is Adding Height and Weight Optional on SolutionBuilder?

5 views 10/02/2020 Jordie Dale 0

What Does ‘FATs’ Total Permanent Disability Cover?

1 views 09/12/2020 Jordie Dale 0

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

2 views 10/02/2020 Jordie Dale 0

What does FATs stand for?

1 views 09/12/2020 Jordie Dale 0

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

5 views 10/02/2020 Jordie Dale 0

What Does ‘Suited Occupation’ Total Permanent Disability Cover?

1 views 09/12/2020 Jordie Dale 0

What Does ‘Any Occupation’ Total Permanent Disability Cover?

0 views 09/12/2020 Jordie Dale 0

What Is Waiver of Premium?

1 views 09/12/2020 Jordie Dale 0

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

4 views 10/02/2020 Jordie Dale 0

Why is Vitality Optimiser Returning for Guaranteed Rates?

9 views 10/02/2020 Jordie Dale 0

What is a Limited Benefit Payment Period?

4 views 10/02/2020 Jordie Dale 0

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

1 views 07/01/2021 Jordie Dale 0

How Do I Cancel My SolutionBuilder Direct Debit?

3 views 07/01/2021 Jordie Dale 0

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

3 views 10/02/2020 Jordie Dale 0

How Do I Do a Relevant Life Quote?

15 views 10/02/2020 Jordie Dale 0

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

3 views 10/02/2020 Jordie Dale 0

How Do I Delete My Account?

2 views 10/02/2020 Jordie Dale 0

How to Do an Over 50’s Life Quote

4 views 10/02/2020 Jordie Dale 0

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

3 views 10/02/2020 Jordie Dale 0

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

5 views 10/02/2020 Jordie Dale 0

Where Can I Find Provider Literature/Documents on SolutionBuilder?

3 views 10/02/2020 Jordie Dale 0

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

5 views 10/02/2020 Jordie Dale 0

What is the Indicative Quote and How is It Generated?

27 views 08/04/2019 Jordie Dale 1

Why Can’t I Get an Indicative Quote?

67 views 08/04/2019 Jordie Dale 4

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

38 views 08/04/2019 Jordie Dale 1

How Do I Quote Relevant Life With Critical Illness?

51 views 15/10/2018 Oliver Bowden 2

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

108 views 08/04/2019 Jordie Dale 1

How Do I Delete a Benefit on SolutionBuilder?

32 views 15/10/2018 Oliver Bowden 0

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

22 views 15/10/2018 Oliver Bowden 0

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

39 views 08/04/2019 Jordie Dale 1

How Do I Modify My Commission on SolutionBuilder?

77 views 15/10/2018 Oliver Bowden 1

How Do I Add a Benefit on SolutionBuilder?

27 views 15/10/2018 Oliver Bowden 0

How Do I Save a Benefit on SolutionBuilder?

24 views 15/10/2018 Oliver Bowden 0

How Do I Save a Quote on SolutionBuilder?

20 views 15/10/2018 Oliver Bowden 0

How Do I Access the Client History Page on SolutionBuilder?

31 views 15/10/2018 Oliver Bowden 0

How long will my quotes be saved on SolutionBuilder?

30 views 15/10/2018 Oliver Bowden 0

How Can I Add in Life With Critical Illness?

44 views 15/10/2018 Oliver Bowden 0

How Do I Quote Key Person/Shareholder Protection?

30 views 15/10/2018 Oliver Bowden 0

How Do I Requote an Expired Quote on SolutionBuilder?

33 views 15/10/2018 Oliver Bowden 0

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

41 views 17/06/2019 Jordie Dale 0

How to Add Agency Codes (SolutionBuilder Users)

9 views 13/02/2020 Jordie Dale 0

How to do a Convertible Term Quote on SolutionBuilder

5 views 18/02/2020 Jordie Dale 0

What is a Convertible Term Policy?

4 views 18/02/2020 Jordie Dale 0