SolutionBuilder

How to Launch XRAE from SolutionBuilder

3 views 18/02/2020 Jordie Dale 0

Why is the Flag Button is Greyed Out?

22 views 13/06/2019 Oliver Bowden 1

How to do a Premium Led Quote on SolutionBuilder

22 views 18/02/2020 Jordie Dale 1

How to Quote Annual Premium on SolutionBuilder

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How Do I Access the Detailed Quote Section?

102 views 22/10/2018 Oliver Bowden 0

How Do I Get to the Risk Report on SolutionBuilder?

80 views 22/10/2018 Oliver Bowden 3

How to Edit Client Details in SolutionBuilder

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How to Add a Second Life in Solutionbuilder

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What is a Commission Sacrifice?

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How Do I Sacrifice Commission on SolutionBuilder?

11 views 25/02/2020 Jordie Dale 0

Why Won’t My Illustration Open?

38 views 22/10/2018 Oliver Bowden 0

How Does XRAE Integrate With SolutionBuilder?

62 views 22/10/2018 Oliver Bowden 0

How Do I Access Product Features?

9 views 05/05/2020 Jordie Dale 0

How to Do a Renewable Quote on SolutionBuilder

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How Do I Delete a Quote on SolutionBuilder?

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How to Quote Short-Term Income Protection?

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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?

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How Do I Access CIExpert Within SolutionBuilder?

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What is the New CIExpert Integration?

3 views 16/10/2020 Jordie Dale 0

What is Life or Earlier Critical Illness (CIC)?

16 views 18/11/2020 Jordie Dale 0

How Much Does SolutionBuilder Cost?

4 views 10/02/2020 Jordie Dale 0

What is Fracture Cover?

3 views 18/11/2020 Jordie Dale 0

What is SolutionBuilder?

12 views 10/02/2020 Jordie Dale 0

Can I Do a Joint Life Income Protection Quote?

1 views 18/11/2020 Jordie Dale 0

SolutionBuilder vs Assureweb

19 views 10/02/2020 Jordie Dale 0

How Much Does XRAE Cost?

5 views 10/02/2020 Jordie Dale 0

What Does Reviewable Mean?

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What Does Guaranteed Mean?

6 views 07/12/2020 Jordie Dale 0

What Does Renewable Mean?

4 views 07/12/2020 Jordie Dale 0

What does FATs stand for?

2 views 09/12/2020 Jordie Dale 0

What Is Waiver of Premium?

0 views 09/12/2020 Jordie Dale 0

What is a Limited Benefit Payment Period?

19 views 10/02/2020 Jordie Dale 0

How Do I Do a Relevant Life Quote?

15 views 10/02/2020 Jordie Dale 0

How Do I Delete My Account?

3 views 10/02/2020 Jordie Dale 0

How to Do an Over 50’s Life Quote

5 views 10/02/2020 Jordie Dale 0

Why Does iPipeline Use Cookies?

1 views 25/01/2021 Jordie Dale 0

How do I Link iPipeline to an Integration/CRM?

2 views 02/02/2021 Jordie Dale 0

Why Can’t I Get an Indicative Quote?

69 views 08/04/2019 Jordie Dale 4

How Do I Change My Details on My Account?

2 views 03/02/2021 Jordie Dale 0

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?

53 views 15/10/2018 Oliver Bowden 2

How Do I Delete a Benefit on SolutionBuilder?

35 views 15/10/2018 Oliver Bowden 0

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

49 views 08/04/2019 Jordie Dale 1

How Do I Modify My Commission on SolutionBuilder?

79 views 15/10/2018 Oliver Bowden 1

How Do I Add a Benefit on SolutionBuilder?

30 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?

28 views 15/10/2018 Oliver Bowden 0

How to Setup a SolutionBuilder Direct Debit

18 views 16/03/2021 Jordie Dale 0

How long will my quotes be saved on SolutionBuilder?

29 views 15/10/2018 Oliver Bowden 0

How Can I Add in Life With Critical Illness?

45 views 15/10/2018 Oliver Bowden 0

How Do I Quote Key Person/Shareholder Protection?

38 views 15/10/2018 Oliver Bowden 0

How to Add Agency Codes (SolutionBuilder Users)

14 views 13/02/2020 Jordie Dale 0

What is a Convertible Term Policy?

5 views 18/02/2020 Jordie Dale 0