Knowledgebase

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 FCA Number on My Account?
• How to Add Agency Codes (SolutionBuilder Users)

Assureweb

• When Do I Need Dual Deferred Periods (Stepped Benefits) and How do I Add in the Two Amounts?
• How Much Does XRAE Cost?
• How to Launch XRAE from Assureweb
• What Does ‘Own Occupation’ Total Permanent Disability Cover?
• Why Can’t I Find My Client’s Occupation?
• Why is Vitality Optimiser Returning for Guaranteed Rates?

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?
• Video Guides on Using CIExpert

Logging in

• I Am Trying to Login With Unipass but I’m Getting a Verification Error.
• Trouble Signing in With UniPass

login+

• I Have Clicked ‘Activate’ but I’m Getting an Error Saying ‘Activation Failed’
• What Does ‘Associate My Account’ Mean?
• I’m Entering My Recovery Email Address It Says ‘Recovery Email Already in Use’
• Can My Paraplanner or Administrator Access My Quotes?
• Signing Up to login+ (Existing User)
• How Do I Update My Email Address for Logging in Through login+?

PreQuo

• How Do I Change My Password on PreQuo Lead Gen?

PruAdviser

• Unable to Login to PruAdviser
• It’s Not Letting Me Log Into Prudential With My Email and Password

SolutionBuilder

• How Do I Access the Detailed Quote Section?
• Why Can’t I Get a Maximum Whole of Life Quote?
• Main Features and Benefits of Using SolutionBuilder
• What Documents Are Pulled Back to My Crm When I Have Flagged and Saved the Quote?
• How to Add a Second Life in Solutionbuilder
• Error integrating into Solution Builder: The field OrigoOccupationCode is required

XRAE

• How Does XRAE Integrate With SolutionBuilder?
• How Do I Add in Height and Weight in SolutionBuilder?
• How Much Does XRAE Cost?
• Which Providers Are on XRAE?
• When the Height and Weight Has Been Added for My Client, Will the Premiums Be Loaded?
• Why Do Some Providers Have ‘CIC Ratings Not Supported’ on XRAE?