Advisers can research and quote multiple products including life, critical illness and income protection.
Advisers can research and compare single and multi-benefit protection products on the same screen screen after iPipeline’s SolutionBuilder integrated with 360 Dotnet’s client management system, 360 Lifecycle.
Advisers can research and quote multiple products including life, critical illness and income protection.
Paul Merrigan, group chief executive of Lifetime Group, said: “Our advisers will be better prepared with multiple options and costs on one screen allowing a simple but effective way to address clients’ needs and to increase efficiency.”
Client data is entered and stored within 360 Lifecycle, when it is then entered into SolutionBuilder.
Paul Yates, product strategy director, iPipeline, said: “Working with progressive companies, such as Lifetime Group and 360 Dotnet, allows us to further demonstrate how technology like SolutionBuilder is key in helping drive protection sales and enabling advisers to deliver the best possible client outcomes.”
Carlos Thibaut, chief executive, 360 Dotnet, said: “360 Lifecycle makes the task of sourcing multiple product types as frictionless as possible by merging individual product sourcing into one solution and reusing the data that advisers normally have to rekey into different platforms.
“Enhancing our software with SolutionBuilder increases the options available to our users to deliver the best possible service and products to their clients with minimal effort.”
