What is SolutionBuilder?
Intelligent quote and apply protection tool.
Key Features of SolutionBuilder:
- Compare joint life against two single life policies
- Compare protection needs across multiple products
- Add height and weight information to see if clients will be rated
- Compare menu plans against single policies side by side
- Access rapid pricing and refine throughout the process
- Generate a personalised Risk & Mortgage Protection Report to highlight to clients the importance of protection
- Ability to retrieve a quote and apply for select General Insurance products
- Download a folder of Key Features, Illustrations and Comparison Reports in just 15 seconds
Promotional Stats:
- 96% of advisers stated SolutionBuilder saves them time
- 54% reduction in the time taken to model and quote solutions compared to a traditional protection portal (Assureweb)
- 30% improvement in straight-through processing – helping to keep the costs of advice down
- SolutionBuilder has created a 100% increase in income protection policies sold
- Using the indicative matrix within SolutionBuilder has allowed advisers to increase their average premiums by 18%
- One network has increased their advisers average earnings by £20k per annum since they started using SolutionBuilder
- Advisers have stated that they have increased number of benefits per client by 20% and a 10% increase in benefits sold
- SolutionBuilder allows you to research and quote multi-benefit activity with ease, an example of this is a 130% increase in multi-benefit activity
- One network has increased their advisers average earnings by £20k since they started using SolutionBuilder
- View 450 indicative protection quotes, instantly, when using the matrix within SolutionBuilder
- Retain quote data for up to 90 days.