How to do a Convertible Term Quote on SolutionBuilder

53 views 18/02/2020 27/07/2023 0

To do a Convertible Term quote, you will need to access our Detailed Quote section.

This will involve doing a default quote in SolutionBuilder initially which you will later amend in ‘Detailed Quote’. Once you have clicked ‘Save Benefit’ then ‘Quote Now’ you will be on the results screen. Click on the menu button (the white box with the three horizontal lines) where you will see the Detailed Quote option, the Detailed Quote section will open as a new tab where you will be able to quote for Convertible Term.

Please note: Convertible Term policies can only be quoted stand-alone, so if you add more than one benefit when doing a default quote, you won’t see the option.


So once you have pulled the original quote run on the main SolutionBuilder screen into the detailed quote area you must delete it as shown below, you will then be able to see the option appear in the drop-down as shown above:


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