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Assureweb
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)
How do I sign up for an All Access, iPipeline Subscription?
How do I make changes to my All Access subscription?
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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 ‘Suited Occupation’ Total Permanent Disability Cover?
What is Integrated Income Cover?
What Does ‘Any Occupation’ Total Permanent Disability Cover?
What Is Waiver of Premium?
What does FATs stand for?
What Does ‘FATs’ Total Permanent Disability Cover?
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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
Badging Feature
Smoker – Can I add Smoking History For My Client ?
Can I add Smoking History For My Client ?
Feature Badging
Can I quote for Gift Inter Vivos On iPipeline?
Feature Badging – FAQ’s
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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
What Is iPipeline All Access Subscription?
How do I sign up for an All Access, iPipeline Subscription?
How do I make changes to my All Access subscription?
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login+
How Do I Recover My iPipeline Account ID Information?
How Do I Find My iPipeline Credentials To Link My CRM System With iPipeline’s Services?
Signing Up to login+ (Existing User)
How Do I Request Access To Link Another Account To My Login+ Email?
How Do I Create A Login+ Account Alongside an Existing iPipeline Account ID?
How Do I Approve an Access Request?
View All 42
PreQuo® Lead Gen
PreQuo Lead Generation – The GDPR Screen
PreQuo Lead Gen and Cookies
How do I change the URL used in the logo in PreQuo Lead Gen?
April 2021
How to Add Income Protection to PreQuo Lead Gen
Why Am I Not Getting an Indicative Quote on PreQuo?
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PruAdviser
Unable to Login to PruAdviser
It’s Not Letting Me Log Into Prudential With My Email and Password
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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 Quote Relevant Life With Critical Illness?
How Do I Delete a Benefit on SolutionBuilder?
How Do I Amend the Benefit Details on SolutionBuilder?
How Do I Edit My Commission on SolutionBuilder?
How Do I Add a Benefit on SolutionBuilder?
How Do I Save a Benefit on SolutionBuilder?
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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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