STAMP DUTY DEADLINE

Ipipeline

Introduction

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

Key Features:

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.

See SolutionBuilder in action

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

Products and criteria from Solution Builder

  • 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
  • Streamline the application process with client and quotation data pre-populated into new business applications on provider extranets when you press apply

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

    .

Useful Links

Registration Process:

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.

Assureweb

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

You will recieve and email back with 48 hours with your username and password to assureweb.

Get in touch with us today.

In lacinia nisl sed dictum vehicula. Nullam vehicula augue vel elit consectetur.