With a simplified and responsive user interface, SolutionBuilder enables advisers to easily compare both single and multi-benefit products, such as term assurance, life and critical illness all on one screen. This ensures advisers can quickly identify the right protection for their client’s needs.
Integrating this functionality with the modern web-based SSP Adviser client and policy management solution enables SSP’s customers to gain increased efficiencies at point of sale. The integration saves time by pre-populating client data to streamline the quote request, as well as facilitating the analysis in SolutionBuilder and automatically bringing back key facts illustrations (KFIs), comparison reports and illustrations to support the recommendation. It also sets up the policy proposal and details of the expected commissions due, allowing advisers to achieve greater efficiency across the whole process.
Whilst the analysis is done in SolutionBuilder with quotes available for up to 90 days, the quote, product and comparison details are brought back into SSP Adviser, allowing the documents to be retrieved with ease of access.
Adrian Coupland, Customer and Marketing Managing Director at SSP said:
“I am really excited by the additional capabilities SSP can offer its existing and new customers through this partnership with iPipeline. Our customers are the heart of SSP, and this is the first of a number of exciting initiatives we have planned to ensure they get the most out of their SSP Adviser solution.”
Paul Yates, Product Strategy Director at iPipeline said:
“We are delighted to have integrated SolutionBuilder with SSP Adviser in a partnership that allows advisers to service simple and complex protection needs effectively across single and multi-benefit solutions. We believe bringing new and innovative technology enhancements to advisers’ processes are a key component to help grow their protection business. SolutionBuilder is an example of this, as evidenced by a 28% increase in protection business via iPipeline during 2017.”