This module is based on a presentation from Connect’s Protection induction day (03/02/21).
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 two sourcing engines, Assureweb (the free-to-use basic one) and the one-with-the-bells-and-whistles (and fee), SolutionBuilder.
The presenter will show you how each tool works, with live examples, and she’ll also explain some of the added value that SolutionBuilder gives.
By the end of the session you should:
- Be able to confidently explain the difference between the two systems, so that you know which one is right for you.
- Be confident in running protection quotes – including multi-benefit.
- Understand how iPipeline’s PreQuo system works and integrates with SolutionBuilder from OMS.