"With its integration with our CRM system, the Key, SolutionBuilder will help our members to easily satisfy all of their clients’ protection needs."
SolutionBuilder is a protection quote portal that allows advisers to compare all protection needs within a simplified and responsive user interface. Delivering a complete service, the portal supports single and multi-benefit products so that advisers can quickly identify the right solution, based on their client’s needs and budget.
SolutionBuilder was launched at the beginning of 2015 with Openwork and is now available through other financial advice networks including Personal Touch Financial Solutions and St. James’s Place.
Last month SolutionBuilder integrated with Mortgage Brain’s CRM system to give advisers instant access to multi-benefit protection quotes.
Adam Stretton, Managing Director of The Right Mortgage and Protection Network, said: “SolutionBuilder is a fantastic tool that will prove to be an invaluable service to our advisers. With its integration with our CRM system, the Key, SolutionBuilder will help our members to easily satisfy all of their clients’ protection needs.”
Ian Teague, UK Managing Director of iPipeline, commented: “SolutionBuilder is changing the way protection is sold in the UK. With users of SolutionBuilder experiencing a 10% increase in productivity and a 20% rise in benefits per client, this clearly demonstrates the ability for advisers to increase revenue as well as helping to close the protection gap and ensuring more clients are better protected.”
