Integrations

iPipeline

360 Lifecycle users can benefit from iPipeline's SolutionBuilder and Assureweb to efficiently streamline and simplify the protection process for all client needs.

A protection sourcing solution that streamlines research, quotes, and applications. It supports advisers in recommending protection for all clients. It enables faster, more efficient reviews of client protection needs, offering side-by-side comparisons of multi-benefit and single-benefit products.

Empowers advisers to deliver the protection recommendation process for all clients, from those with simple to complex protection needs.

Delivers over 100 million quotes and supports millions of comparisons, ensuring accurate and reliable recommendations for clients.

Accessible anytime, it efficiently reviews protection needs with multi- and single-benefit comparisons, promoting up- and cross-selling.

Save valuable time during the product sourcing and comparison process, allowing advisers to quickly find the most suitable products.

Advisers using SolutionBuilder recommend products with higher premiums, focusing on the right product, not just the premium.

The mortgage and protection Risk Report highlights the importance of safeguarding a client's biggest financial commitments.

Provides whole-of-market coverage from multiple providers, streamlining processes with efficient data pre-population. It supports multi-benefit quotes, detailed comparisons, and applications.

Assureweb features a multi-benefit service that allows advisers to quote, compare, and apply for products with up to 5 benefit types. It simplifies quote access and distribution with an email option for easy sharing.

Offers extensive coverage from 35+ providers and 200+ product combinations. Streamline processes with data auto-population, eliminating the need to re-enter information after making a recommendation.

Integrations

Curious about iPipeline and what it has to offer?

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