SolutionBuilder is the new and improved version of Assureweb. It provides advisers with a faster and more efficient way of reviewing a client’s protection needs and how they can be packaged together.
Here are the main features you receive when switching to SolutionBuilder:
- Generate numerous quotes from one set of client data – no need to enter multiple times
- Compare joint life against two single lives from one input
- Compare menu-plans against individual policies on one screen
- Compare up to 10 benefits on one screen from the input of one set of data
- Download comparison reports, KFD’s and Illustrations with one click and in one file, in less than 15 seconds
- Enter height and weight and view the likelihood of your client being rated ahead of application
- View indicated cost whilst entering quote detail – assists with premium-led sales
- Generate a personalised Mortgage & Protection Risk Report to highlight the risk(s) of your clients not having protection in place
- Quote General Insurance products
- Access easy-to-understand information on all providers’ non-medical underwriting limits
- Pass the administration to LifeQuote’s case management team
- Access all product types on one screen
- Use the Product Features Report to compare features on quality as well as price
- Access on-screen help with ‘walkthroughs’ on how to use the system and FAQs
- Duration client data is available 2 years
- Simple responsive screen design, optimised for multiple devices
- Quote details available for 90 days
To find out how to register for SolutionBuilder click here