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Account Details
Can I Change the Name on the Account to Someone Else?
Can My Paraplanner or Administrator Access My Quotes?
How Do I Update My Address, Email or Contact Number on My Account?
How to Add Agency Codes (SolutionBuilder Users)
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AlphaTrust®
AlphaTrust iO – Optional Participants
AlphaTrust iO – Optional Documents
How to Login to AlphaTrust iO
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Assureweb®
What Does ‘Any Occupation’ Total Permanent Disability Cover?
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What Does ‘Suited Occupation’ Total Permanent Disability Cover?
What does FATs stand for?
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CIExpert
How Do I Register to the CIExpert Free Trial?
How Do I Access CIExpert Within SolutionBuilder?
CIExpert Support Contact Details
What is the New CIExpert Integration?
CIExpert Video Guides
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General
How Do I Cancel My All Access Subscription
Browser Support Policy
What Is iPipeline All Access Subscription?
How do I sign up for an All Access, iPipeline Subscription?
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What if my business is paying for my subscription?
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Logging in
I Am Trying to Login With Unipass but I’m Getting a Verification Error.
Trouble Signing in With UniPass
How Do I Cancel My All Access Subscription
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How do I sign up for an All Access, iPipeline Subscription?
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login+
How Do I Set a Nickname for My Account?
How Do I Recover My Web ID and Password on iPipeline’s Site to Associate to login+?
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PreQuo® Lead Gen
PreQuo Lead Generation – The GDPR Screen
PreQuo Lead Gen and Cookies
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April 2021
How to Add Income Protection to PreQuo Lead Gen
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PruAdviser
Unable to Login to PruAdviser
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Risk Report
Why Is the Risk Report Not Producing an Indicative and Risk Assessment?
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SolutionBuilder®
How Do I View Provider Warnings in SolutionBuilder?
What is Life or Earlier Critical Illness (CIC)?
Can I Add Critical Illness Cover to a Whole of Life Quote?
Can I Enter Medical Conditions to See What Providers Will Cover a Client?
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XRAE®
How Do I Add in Height and Weight in SolutionBuilder?
How to Add Height and Weight to an Existing Quote in SolutionBuilder
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