Our partnership with iPipeline gives you leading protection sourcing software at a significant discount .

IF YOU ’ RE NOT ALREADY USING SOLUTIONBUILDER HERE ’ S WHY YOU SHOULD BE :

• 54 % TIME-SAVING

• 43 % DISCOUNT

According to iPipeline , SolutionBuilder users reported a 54 % time-saving when compared to a traditional protection portal , thanks to its client ’ s centric design which allows you to compare both standard complex protection needs within a simplified dashboard . And thanks to the partnership between SimplyBiz and iPipeline , our members pay just £ 8.50 per licence per month compared to an RRP of £ 14.99 per licence per month – a discount of more than 40 % on market rates !

So , aside from time and money savings , what else makes SolutionBuilder a game-changer for your business ?

Streamlined and client-centric

SolutionBuilder is built with advisers and clients in mind . It offers a responsive and intuitive dashboard that allows you to compare standard and complex protection needs in a single view . Whether your client requires Life Insurance , Critical Illness Cover , Income Protection , or Business Protection , you can seamlessly research and select the best option based on their budget and specific needs .

And that ’ s not all – SolutionBuilder supports multi-benefit products through the innovative Menu Builder , giving you the ability to mix and match solutions that work for your clients . This is perfect for helping your clients understand the most suitable options without overwhelming them , making your advisory process not only efficient but highly personalised .

Intelligent quoting made easy Through Intelligent Matrix Quoting , you can now set client expectations right from the start . With just one set of inputs , SolutionBuilder provides a range of indicative premiums , allowing you to present multiple tailored solutions quickly and efficiently . This not only saves time but also opens up opportunities to cross-sell and up-sell additional coverage options .

Additionally , SolutionBuilder eliminates the hassle of rekeying data – quotes are stored for more than 30 days , making it easy to retrieve and adjust as necessary . You can even flag preferred products , allowing for a smooth and structured workflow .

Seamless integration and a smoother workflow

With integration into industry-leading CRM systems like Intelliflo ’ s Intelligent Office and Twenty7Tec ’ s Mortgage Source , SolutionBuilder aligns perfectly with your existing tools . This integration , combined with LifeQuote ’ s streamlined application process , ensures that you ’ re spending less time on admin and more time where it matters – advising your clients .

The visual sliders and responsive interface , optimised for tablet use , mean that you can engage with clients more effectively , showing them the real-time impact of their decisions on premiums . Whether you ’ re meeting remotely or face-to-face , you ’ ll have all the information you need to act swiftly and professionally .

Exclusive offer for SimplyBiz members

Thanks to the strong partnership between SimplyBiz and iPipeline , SolutionBuilder is available to SimplyBiz members at an unbeatable price . For just £ 8.50 per month , you ’ ll have access to a tool that can revolutionise your workflow , enhance client engagement , and boost your business . Whether you ’ re looking to save time , increase sales , or improve your client experience , SolutionBuilder is the all-in-one solution to take your advisory business to the next level .

12 | PROTECTION ADVISER | AUTUMN 2024 |