This module is based on a presentation from Connect’s Protection induction day.
You should set aside a maximum of 60 minutes for this session. There is also a short test relating to this presentation.
Finding out about iPipeline’s protection sourcing options
When you’re starting out in Protection, understanding all the new platforms and services that are referenced, can be quite confusing.
This session from iPipeline explains its main sourcing engine, SolutionBuilder.
The presenter will show you how the works, with live examples, and she’ll also explain several features within solution builder on how to increase your protection knowledge and understand the detail in the products
By the end of the session you should:
- Be confident in running protection quotes – including multi-benefit.
- Understand how iPipeline’s PreQuo system works and integrates with SolutionBuilder from OMS.
- Understand how to access comparison reports to evidence why you have chosen a particular provider.
