‘Lunch & learn’ session – using SolutionBuilder for protection quotes & applications with iPipeline
iPipeline’s SolutionBuilder drives quotes through PreQuo (in OMS) and direct on iPipeline’s site but it’s far more than just a quote engine. Its tools and reports can be used as highly successful sales support, making your recommendations that bit more meaningful for your clients.
Join presenter Chantel McGill from iPipeline as she shows you some of the great features SolutionBuilder gives you access to.
These tools can significantly help with your protection ‘reasons why’ letters and your compliance notes.
Agenda:
1. Mortgage & risk report
2. Non-medical underwriting limits
3. Joint life versus two singles
4. Compare quality – product features report and CI expert
5. MenuBuilder
6. XRAE
7. Training & support
Protection ‘lunch & learn’ – You bring your sandwiches; we’ll bring the lesson!
Please register here.
After registering you’ll receive a confirmation email containing information about joining the training session.
Love Lunch & Learn? Well, you can sign up for the last Q3 session here and look out for the Q4 catalogue coming soon!