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?
• What Are the Benefits of Applying Through Assureweb?
• Why Can’t I Find My Client’s Occupation?

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?
• How Do I Invite a New User to Gain Access to My PreQuo Dashboard?
• How Do I Remove a User From My PreQuo Dashboard?
• What Can I Do Within the ‘Fancy Bits’ Section in PreQuo?
• How Do I Create PreQuo Campaigns?
• At What Stage of a User’s Journey Through PreQuo Do I Get a Lead Notification via Email?

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?
• SolutionBuilder vs Assureweb
• Where Can I Find Provider Literature/Documents on SolutionBuilder?
• How to Edit the Client’s Salary in Solutionbuilder
• How Do I Quote for Executive Income Protection on SolutionBuilder?

XRAE

• Does XRAE Support Income Protection?
• What products/benefits are supported by 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?