SolutionBuilder

How to Launch XRAE from SolutionBuilder

36 views 18/02/2020 Jordie Dale 0

Why is the Flag Button is Greyed Out?

43 views 13/06/2019 Oliver Bowden 1

How to do a Premium Led Quote on SolutionBuilder

52 views 18/02/2020 Jordie Dale 1

How to Quote Annual Premium on SolutionBuilder

32 views 18/02/2020 Jordie Dale 0

How Do I Access the Detailed Quote Section?

139 views 22/10/2018 Oliver Bowden 0

How Do I Get to the Risk Report on SolutionBuilder?

117 views 22/10/2018 Oliver Bowden 3

How to Edit Client Details in SolutionBuilder

27 views 21/02/2020 Jordie Dale 0

How to Add a Second Life in Solutionbuilder

30 views 21/02/2020 Jordie Dale 0

What is a Commission Sacrifice?

89 views 25/02/2020 Jordie Dale 0

What Is Key Person Insurance?

51 views 25/06/2021 Jordie Dale 1

How Do I Modify My Indemnity on SolutionBuilder?

26 views 25/02/2020 Jordie Dale 0

What Is Relevant Life Cover?

57 views 25/06/2021 Jordie Dale 0

How Do I Sacrifice Commission on SolutionBuilder?

41 views 25/02/2020 Jordie Dale 0

Why Won’t My Illustration Open?

59 views 22/10/2018 Oliver Bowden 0

How Does XRAE Integrate With SolutionBuilder?

85 views 22/10/2018 Oliver Bowden 0

What is a Multi Policy Solution?

49 views 03/11/2021 Jordie Dale 0

How to Do a Renewable Quote on SolutionBuilder

33 views 12/05/2020 Jordie Dale 0

How Do I Delete a Quote on SolutionBuilder?

39 views 27/01/2020 Jordie Dale 0

How to Quote Short-Term Income Protection?

29 views 31/01/2020 Jordie Dale 0

How Do I Register to the CIExpert Free Trial?

36 views 15/10/2020 Jordie Dale 0

What is an Income Protection Age Banded Quote?

160 views 31/01/2020 Jordie Dale 2

How Do I Access CIExpert Within SolutionBuilder?

32 views 15/10/2020 Jordie Dale 0

What is the New CIExpert Integration?

34 views 16/10/2020 Jordie Dale 0

What is Life or Earlier Critical Illness (CIC)?

57 views 18/11/2020 Jordie Dale 0

How Much Does SolutionBuilder Cost?

37 views 10/02/2020 Jordie Dale 0

What is Fracture Cover?

23 views 18/11/2020 Jordie Dale 0

What is SolutionBuilder?

34 views 10/02/2020 Jordie Dale 0

Can I Do a Joint Life Income Protection Quote?

23 views 18/11/2020 Jordie Dale 0

SolutionBuilder vs Assureweb

79 views 10/02/2020 Jordie Dale 0

How Much Does XRAE Cost?

36 views 10/02/2020 Jordie Dale 0

What Does Reviewable Mean?

21 views 07/12/2020 Jordie Dale 0

What Does Guaranteed Mean?

22 views 07/12/2020 Jordie Dale 0

What Does Renewable Mean?

24 views 07/12/2020 Jordie Dale 0

What does FATs stand for?

26 views 09/12/2020 Jordie Dale 0

What Is Waiver of Premium?

27 views 09/12/2020 Jordie Dale 0

What is a Limited Benefit Payment Period?

91 views 10/02/2020 Jordie Dale 0

How Do I Cancel My SolutionBuilder Direct Debit?

44 views 07/01/2021 Jordie Dale 0

How Do I Do a Relevant Life Quote?

61 views 10/02/2020 Jordie Dale 2

How Do I Delete My Account?

29 views 10/02/2020 Jordie Dale 0

How to Do an Over 50’s Life Quote

28 views 10/02/2020 Jordie Dale 0

Why Does iPipeline Use Cookies?

21 views 25/01/2021 Jordie Dale 0

How do I Link iPipeline to an Integration/CRM?

45 views 02/02/2021 Jordie Dale 0

Why Can’t I Get an Indicative Quote?

90 views 08/04/2019 Jordie Dale 4

How Do I Change My Details on My Account?

30 views 03/02/2021 Jordie Dale 0

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

59 views 08/04/2019 Jordie Dale 1

How Do I Quote Relevant Life With Critical Illness?

73 views 15/10/2018 Oliver Bowden 2

How Do I Delete a Benefit on SolutionBuilder?

53 views 15/10/2018 Oliver Bowden 0

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

92 views 08/04/2019 Jordie Dale 1

How Do I Edit My Commission on SolutionBuilder?

114 views 15/10/2018 Oliver Bowden 1

How Do I Add a Benefit on SolutionBuilder?

48 views 15/10/2018 Oliver Bowden 0

How Do I Save a Benefit on SolutionBuilder?

43 views 15/10/2018 Oliver Bowden 0

How Do I Save a Quote on SolutionBuilder?

44 views 15/10/2018 Oliver Bowden 0

How to Setup a SolutionBuilder Direct Debit

36 views 16/03/2021 Jordie Dale 0

How long will my quotes be saved on SolutionBuilder?

69 views 15/10/2018 Oliver Bowden 0

How Do I Quote Key Person/Shareholder Protection?

82 views 15/10/2018 Oliver Bowden 1

How to Add Agency Codes (SolutionBuilder Users)

35 views 13/02/2020 Jordie Dale 0

What is a Convertible Term Policy?

25 views 18/02/2020 Jordie Dale 0