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iPipeline

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iPipeline is a leading provider of next-generation solutions and services to the life and pensions market including the award-winning protection portal – SolutionBuilder®.

SolutionBuilder 

SolutionBuilder is an enhanced research, quote and apply protection tool designed to help advisers rapidly model and shape a range of protection solutions with minimal data input.

  • Automatically compare joint life against two singles from one set of data
  • Retain quote data for up to 90 days
  • 45% time saving compared to quoting on a traditional portal 
  • Ability to input height and weight information to see if clients will be rated instantly 
  • Side by side comparison of menu plans and single policies 
  • Instant access to indicative pricing to help you refine throughout the process
  • Streamline the application process with client and quotation data pre-populated into new business applications on provider extranets when you press apply

SEE SOLUTIONBUILDER IN ACTION

Join a free webinar to see the software in action and ask any questions you have about its use.

ACCESSING SOLUTIONBUILDER

Licences can be purchased through TMA at the preferential rate of £11.25 per month. To make use of this exclusive deal please contact TMA Customer Services.

To access SolutionBuilder, you need an iPipeline account, if you don’t already have one please contact TMA Customer Services who will be happy to set this up for you.

Click this useful infographic to learn more about SolutionBuilder.

Assureweb 

Assureweb is a basic protection portal for financial services professionals which does not benefit from the same time saving features as SolutionBuilder. It is a free to use portal offering whole of market coverage from 25 providers covering over 200 products.

If you would like a free Assureweb account set up for you, please contact the TMA Support Desk.