SolutionBuilder empowers advisers with :
• Comprehensive research , quotation , and comparison across Life , Critical Illness , Business Protection , Whole of Life , and Income Protection insurance .
• Menu Builder provides single and multi-benefit product solutions in one clear view .
• Intelligent Matrix Quoting for fast , indicative premiums from a single set of inputs .
• Easy quote management via a client dashboard — start new quotes or access existing ones with no rekeying .
• 30 + day quote storage , flagging preferred products for seamless future use .
• Integrated with XRAE ® for indicative underwriting insights .
• Visual sliders to quickly adjust cover and demonstrate premium impact in real time .
• Fast , efficient client reviews , promoting cross-sell and up-sell opportunities .
• Responsive , tablet-optimized interface for better client engagement .
• Streamlined application process integrated with LifeQuote , cutting down admin time .
• Seamless integration with top CRMs like Mortgage Brain ’ s The Key , Intelliflo ’ s Intelligent Office , and Twenty7Tec ’ s Mortgage Source .
• Access to a personalised Risk and Mortgage Protection Report .
Get started Simply contact our dedicated team to get your licence set up : ipipeline @ simplybiz . co . uk 01484 439 179
Learn more iPipeline offer a host of regular training and events available for free online : Events & webinars : uk . ipipeline . com / resources / events-webinars / Training : gotostage . com / channel / ipipelineuk
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