SolutionBuilder vs Assureweb

116 views 10/02/2020 19/03/2021 1

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

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