SolutionBuilder

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How to Download Key Feature Documents in SolutionBuilder

22 views 18/02/2020 Jordie Dale 4

How to Download Data Capture Forms in SolutionBuilder

28 views 18/02/2020 Jordie Dale 3

How to Launch XRAE from SolutionBuilder

24 views 18/02/2020 Jordie Dale 3

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

62 views 22/10/2018 Oliver Bowden 3

What’s the Difference Between Indemnity and Non-Indemnity?

39 views 07/04/2021 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 Save Detailed Quotes Back Into My SolutionBuilder Client History Page?

57 views 22/10/2018 Oliver Bowden 3

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

25 views 19/02/2020 Jordie Dale 3

Adding in Agencies in for Home Insurance or MetLife on SolutionBuilder

20 views 04/06/2021 Claudie Francis 3

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

40 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

Why Is Product Features Greyed Out on SolutionBuilder?

17 views 07/06/2021 Jordie Dale 3

How to Do a Joint Life Second Death Quote on SolutionBuilder

25 views 07/06/2021 Jordie Dale 3

How to Edit Client Details in SolutionBuilder

15 views 21/02/2020 Jordie Dale 3

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

49 views 22/10/2018 Oliver Bowden 3

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

64 views 22/10/2018 Oliver Bowden 3

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

14 views 21/02/2020 Jordie Dale 3

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

49 views 22/10/2018 Oliver Bowden 4

How to Edit the Client’s Name in Solutionbuilder

11 views 21/02/2020 Jordie Dale 3

How to Edit the Client’s Smoker Status in Solutionbuilder

22 views 21/02/2020 Jordie Dale 4

How to Edit the Client’s Occupation in Solutionbuilder

14 views 21/02/2020 Jordie Dale 2

How to Edit the Client’s Salary in Solutionbuilder

17 views 21/02/2020 Jordie Dale 3

How to Add a Second Life in Solutionbuilder

15 views 21/02/2020 Jordie Dale 3

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

38 views 22/10/2018 Oliver Bowden 3

What is a Commission Sacrifice?

40 views 25/02/2020 Jordie Dale 3

How Do I View the Client Specific Illustration on SolutionBuilder?

41 views 22/10/2018 Oliver Bowden 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 Do I View a Quotes Comparison Report on SolutionBuilder?

58 views 22/10/2018 Oliver Bowden 3

How Does XRAE Integrate With SolutionBuilder?

75 views 22/10/2018 Oliver Bowden 2

How Do I Add in Height and Weight in SolutionBuilder?

45 views 22/10/2018 Oliver Bowden 2

How Do I Access Product Features?

32 views 05/05/2020 Jordie Dale 2

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

15 views 05/05/2020 Jordie Dale 2

How Do I View the PDF of Product Feature Definitions?

22 views 05/05/2020 Jordie Dale 2

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

10 views 12/05/2020 Jordie Dale 2

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

18 views 12/05/2020 Jordie Dale 2

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

83 views 22/10/2018 Oliver Bowden 2

How to Do a Renewable Quote on SolutionBuilder

16 views 12/05/2020 Jordie Dale 2

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

33 views 12/05/2020 Jordie Dale 2

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

21 views 27/01/2020 Jordie Dale 2

How Do I Quote Relevant Life With Critical Illness Cover?

20 views 27/01/2020 Jordie Dale 2

How to Do a Critical Illness Buyback Quote on SolutionBuilder

22 views 12/05/2020 Jordie Dale 2

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

17 views 27/01/2020 Jordie Dale 2

How Do I Delete a Quote on SolutionBuilder?

27 views 27/01/2020 Jordie Dale 2

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

26 views 27/01/2020 Jordie Dale 2

How do I Change My SolutionBuilder Direct Debit Payment Details?

19 views 20/07/2020 Jordie Dale 2

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

18 views 27/01/2020 Jordie Dale 2

What Is the Non-Medical Underwriting Feature on SolutionBuilder?

21 views 30/07/2020 Jordie Dale 2

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

16 views 30/07/2020 Jordie Dale 2

How Do I Quote for Executive Income Protection on SolutionBuilder?

23 views 10/08/2020 Jordie Dale 2

Error integrating into Solution Builder: The field OrigoOccupationCode is required

26 views 02/10/2020 Jordie Dale 2

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

12 views 02/10/2020 Jordie Dale 2

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

17 views 02/10/2020 Jordie Dale 2

Are There Any Network Discounts for SolutionBuilder?

16 views 31/01/2020 Jordie Dale 2

How to Quote Short-Term Income Protection?

20 views 31/01/2020 Jordie Dale 2

What Quotes Can I Do in the Detailed Quote Section?

31 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

How Do I View Provider Warnings in SolutionBuilder?

17 views 09/11/2020 Jordie Dale 2

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

9 views 09/11/2020 Jordie Dale 2

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

21 views 11/11/2020 Jordie Dale 2

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

22 views 17/11/2020 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

When the Height and Weight Has Been Added for My Client, Will the Premiums Be Loaded?

21 views 10/02/2020 Jordie Dale 2

What Does Renewable Mean?

16 views 07/12/2020 Jordie Dale 2

What Does ‘Own Occupation’ Total Permanent Disability Cover?

15 views 07/12/2020 Jordie Dale 2

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

23 views 07/12/2020 Jordie Dale 2

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

27 views 09/12/2020 Jordie Dale 2

Is Adding Height and Weight Optional on SolutionBuilder?

18 views 10/02/2020 Jordie Dale 2

What Does ‘FATs’ Total Permanent Disability Cover?

24 views 09/12/2020 Jordie Dale 2

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

17 views 10/02/2020 Jordie Dale 3

What does FATs stand for?

9 views 09/12/2020 Jordie Dale 2

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

11 views 10/02/2020 Jordie Dale 2

What Does ‘Suited Occupation’ Total Permanent Disability Cover?

19 views 09/12/2020 Jordie Dale 2

What Does ‘Any Occupation’ Total Permanent Disability Cover?

13 views 09/12/2020 Jordie Dale 2

What Is Waiver of Premium?

12 views 09/12/2020 Jordie Dale 2

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

27 views 10/02/2020 Jordie Dale 3

Why is Vitality Optimiser Returning for Guaranteed Rates?

23 views 10/02/2020 Jordie Dale 2

What is a Limited Benefit Payment Period?

31 views 10/02/2020 Jordie Dale 2

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

16 views 07/01/2021 Jordie Dale 2

How Do I Cancel My SolutionBuilder Direct Debit?

13 views 07/01/2021 Jordie Dale 2

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

14 views 10/02/2020 Jordie Dale 2

How Do I Do a Relevant Life Quote?

26 views 10/02/2020 Jordie Dale 2

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

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

8 views 10/02/2020 Jordie Dale 2

I Have Selected Guaranteed Rates, but the Price Is Increasing Throughout Time on the Illustration?

11 views 20/01/2021 Jordie Dale 3

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

23 views 10/02/2020 Jordie Dale 3

What Are the Benefits of Applying Through SolutionBuilder?

5 views 22/01/2021 Jordie Dale 2

How Do I Apply to a Quote Through SolutionBuilder?

12 views 22/01/2021 Jordie Dale 1

Where Can I Find Provider Literature/Documents on SolutionBuilder?

16 views 10/02/2020 Jordie Dale 3

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

11 views 10/02/2020 Jordie Dale 2

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

How Do I Recover My Web ID and Password on iPipeline’s Site?

119 views 02/02/2021 Jordie Dale 4

What is the Indicative Quote and How is It Generated?

35 views 08/04/2019 Jordie Dale 3

I Can’t Remember My Security Questions, How Do I Retrieve These?

14 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

I Am Trying to Recover My Portal Credentials (Web ID and Password), but I Am Not Getting Any Emails Through?

21 views 03/02/2021 Jordie Dale 3

I Need to Amend My Firm FCA Details, How Do I Do This?

22 views 03/02/2021 Jordie Dale 3

How Do I Quote Relevant Life With Critical Illness?

62 views 15/10/2018 Oliver Bowden 5

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

134 views 08/04/2019 Jordie Dale 4

How Do I Delete a Benefit on SolutionBuilder?

37 views 15/10/2018 Oliver Bowden 2

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

31 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

Why is the ‘Get Supporting Documents’ Button Greyed Out?

5 views 03/03/2021 Jordie Dale 2

How Do I Add a Benefit on SolutionBuilder?

34 views 15/10/2018 Oliver Bowden 2

Can I Retrieve a Comparison Report After 30 Days/if the Quotes Expired?

16 views 12/03/2021 Jordie Dale 3

How Do I Save a Benefit on SolutionBuilder?

31 views 15/10/2018 Oliver Bowden 2

Can I Retrieve a Quote After 30 Days/if the Quotes Expired?

17 views 12/03/2021 Jordie Dale 3

How Do I Save a Quote on SolutionBuilder?

28 views 15/10/2018 Oliver Bowden 2

Can I Retrieve a Illustration After 30 Days/if the Quotes Expired?

17 views 12/03/2021 Jordie Dale 3

Can I add Global Treatment to a Quote on SolutionBuilder or Assureweb?

18 views 12/03/2021 Jordie Dale 3

How Do I Access the Client History Page on SolutionBuilder?

36 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 Do I Requote an Expired Quote on SolutionBuilder?

42 views 15/10/2018 Oliver Bowden 2

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

50 views 17/06/2019 Jordie Dale 2

How to Add Agency Codes (SolutionBuilder Users)

52 views 13/02/2020 Jordie Dale 3

How to do a Convertible Term Quote on SolutionBuilder

20 views 18/02/2020 Jordie Dale 2

What is a Convertible Term Policy?

16 views 18/02/2020 Jordie Dale 3