‘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 quotes 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 Claire Shine from iPipeline 1230-1330pm Friday 23rd April. She’ll:
• Give you an introduction to SolutionBuilder
• Use the Risk Report to support introducing the protection conversation to clients
• Generate single and multi-benefit quotes on either benefit-led or budget-led recommendations
• Use the Compare Quality Report to quickly show what value added benefits are available with the products and how they compare
• Use XRAE to get a early indication of whether a loading will be applied to the premium
• Review quote results and apply
Protection ‘lunch & learn’ – You bring your sandwiches; we’ll bring the lesson!
Please register at:
https://attendee.gototraining.com/7v9g9/catalog/10742642321002496
After registering you’ll receive a confirmation email containing information about joining the training session.
Love Lunch & Learn? Well you can sign up for all of the Q2 sessions here.