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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 FCA Number on My Account?
How to Add Agency Codes (SolutionBuilder Users)
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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?
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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?
Video Guides on Using CIExpert
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Logging in
I Am Trying to Login With Unipass but I’m Getting a Verification Error.
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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)
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PreQuo
How Do I Change My Password on PreQuo Lead Gen?
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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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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
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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?
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