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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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AlphaTrust
AlphaTrust iO – Optional Participants
AlphaTrust iO – Optional Documents
How to Login to AlphaTrust iO
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Assureweb
When Do I Need Dual Deferred Periods (Stepped Benefits) and How do I Add in the Two Amounts?
I’ve Done a Business Protection Quote but No Relevant Life Quotes Are Showing
How Do I Quote for Executive Income Protection on Assureweb?
What Does ‘Suited Occupation’ Total Permanent Disability Cover?
I Can’t Remember My Security Questions, How Do I Retrieve These?
Why Can’t I Find My Client’s Occupation?
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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
Browser Support Policy
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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
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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)
How Do I Update My Email Address for Logging in Through login+?
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PreQuo Lead Gen
PreQuo Lead Generation – The GDPR Screen
April 2021
How Do I Change My Password on PreQuo Lead Gen?
August 2020
How Do I Invite a New User to Gain Access to My PreQuo Dashboard?
November 2020
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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 Access the Detailed Quote Section?
When Do I Need Dual Deferred Periods (Stepped Benefits) and How do I Add in the Two Amounts?
How to Add Height and Weight to an Existing Quote in SolutionBuilder
What is a Convertible Term Policy?
How Do I Sacrifice Commission on SolutionBuilder?
How Do I Access CIExpert Within SolutionBuilder?
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XRAE
Does XRAE Support Income Protection?
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?
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