SolutionBuilder

How to Launch XRAE from SolutionBuilder

13 views 18/02/2020 Jordie Dale 0

Why is the Flag Button is Greyed Out?

28 views 13/06/2019 Oliver Bowden 1

How to do a Premium Led Quote on SolutionBuilder

23 views 18/02/2020 Jordie Dale 1

How to Quote Annual Premium on SolutionBuilder

15 views 18/02/2020 Jordie Dale 0

How Do I Access the Detailed Quote Section?

109 views 22/10/2018 Oliver Bowden 0

How Do I Get to the Risk Report on SolutionBuilder?

82 views 22/10/2018 Oliver Bowden 3

How to Edit Client Details in SolutionBuilder

11 views 21/02/2020 Jordie Dale 0

How to Add a Second Life in Solutionbuilder

12 views 21/02/2020 Jordie Dale 0

What is a Commission Sacrifice?

35 views 25/02/2020 Jordie Dale 0

What Is Key Person Insurance?

18 views 25/06/2021 Jordie Dale 0

How Do I Modify My Indemnity on SolutionBuilder?

12 views 25/02/2020 Jordie Dale 0

What Is Relevant Life Cover?

21 views 25/06/2021 Jordie Dale 0

How Do I Sacrifice Commission on SolutionBuilder?

16 views 25/02/2020 Jordie Dale 0

Why Won’t My Illustration Open?

44 views 22/10/2018 Oliver Bowden 0

How Does XRAE Integrate With SolutionBuilder?

66 views 22/10/2018 Oliver Bowden 0

What is a Multi Policy Solution?

17 views 03/11/2021 Jordie Dale 0

How to Do a Renewable Quote on SolutionBuilder

9 views 12/05/2020 Jordie Dale 0

How Do I Delete a Quote on SolutionBuilder?

19 views 27/01/2020 Jordie Dale 0

How to Quote Short-Term Income Protection?

13 views 31/01/2020 Jordie Dale 0

How Do I Register to the CIExpert Free Trial?

14 views 15/10/2020 Jordie Dale 0

What is an Income Protection Age Banded Quote?

81 views 31/01/2020 Jordie Dale 2

How Do I Access CIExpert Within SolutionBuilder?

16 views 15/10/2020 Jordie Dale 0

What is the New CIExpert Integration?

12 views 16/10/2020 Jordie Dale 0

What is Life or Earlier Critical Illness (CIC)?

23 views 18/11/2020 Jordie Dale 0

How Much Does SolutionBuilder Cost?

17 views 10/02/2020 Jordie Dale 0

What is Fracture Cover?

7 views 18/11/2020 Jordie Dale 0

What is SolutionBuilder?

16 views 10/02/2020 Jordie Dale 0

Can I Do a Joint Life Income Protection Quote?

6 views 18/11/2020 Jordie Dale 0

SolutionBuilder vs Assureweb

39 views 10/02/2020 Jordie Dale 0

How Much Does XRAE Cost?

17 views 10/02/2020 Jordie Dale 0

What Does Reviewable Mean?

7 views 07/12/2020 Jordie Dale 0

What Does Guaranteed Mean?

6 views 07/12/2020 Jordie Dale 0

What Does Renewable Mean?

7 views 07/12/2020 Jordie Dale 0

What does FATs stand for?

7 views 09/12/2020 Jordie Dale 0

What Is Waiver of Premium?

8 views 09/12/2020 Jordie Dale 0

What is a Limited Benefit Payment Period?

35 views 10/02/2020 Jordie Dale 0

How Do I Cancel My SolutionBuilder Direct Debit?

13 views 07/01/2021 Jordie Dale 0

How Do I Do a Relevant Life Quote?

34 views 10/02/2020 Jordie Dale 1

How Do I Delete My Account?

11 views 10/02/2020 Jordie Dale 0

How to Do an Over 50’s Life Quote

11 views 10/02/2020 Jordie Dale 0

Why Does iPipeline Use Cookies?

6 views 25/01/2021 Jordie Dale 0

How do I Link iPipeline to an Integration/CRM?

20 views 02/02/2021 Jordie Dale 0

Why Can’t I Get an Indicative Quote?

74 views 08/04/2019 Jordie Dale 4

How Do I Change My Details on My Account?

11 views 03/02/2021 Jordie Dale 0

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

44 views 08/04/2019 Jordie Dale 1

How Do I Quote Relevant Life With Critical Illness?

57 views 15/10/2018 Oliver Bowden 2

How Do I Delete a Benefit on SolutionBuilder?

39 views 15/10/2018 Oliver Bowden 0

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

56 views 08/04/2019 Jordie Dale 1

How Do I Edit My Commission on SolutionBuilder?

88 views 15/10/2018 Oliver Bowden 1

How Do I Add a Benefit on SolutionBuilder?

33 views 15/10/2018 Oliver Bowden 0

How Do I Save a Benefit on SolutionBuilder?

29 views 15/10/2018 Oliver Bowden 0

How Do I Save a Quote on SolutionBuilder?

26 views 15/10/2018 Oliver Bowden 0

How to Setup a SolutionBuilder Direct Debit

17 views 16/03/2021 Jordie Dale 0

How long will my quotes be saved on SolutionBuilder?

42 views 15/10/2018 Oliver Bowden 0

How Do I Quote Key Person/Shareholder Protection?

47 views 15/10/2018 Oliver Bowden 1

How to Add Agency Codes (SolutionBuilder Users)

16 views 13/02/2020 Jordie Dale 0

What is a Convertible Term Policy?

11 views 18/02/2020 Jordie Dale 0