How Do I Get to the Risk Report on SolutionBuilder?

144 views 22/10/2018 18/11/2021 3

To get to the risk report click ‘new quote’ or ‘requote’ so you land on the screen where you add benefits. Here you will see the ‘Risk & Mortgage Protection Report’ on the right-hand side.  Click on ‘Go to Report’ and SolutionBuilder will pre-populate this page with the client details, you will just need to add in some additional mortgage information then click on ‘get report’.

Once done, SolutionBuilder will then generate a personalised risk report to highlight to your clients the importance of protection.

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