09 NOV

A new way to nudge mortgage clients to consider protection

SolutionBuilder enhancements: a new way to nudge mortgage clients to consider protection

At iPipeline, we are committed to growing the protection market and it's because of this commitment that we have launched a new tool within SolutionBuilder: the Risk & Mortgage Protection Report.
This is an automatically generated personalised report, available to launch from the Benefits Selection screen in SolutionBuilder. Designed to use with clients, the report highlights the likelihood of various situations. Cutting out the jargon and talking about the affordability of protection in real terms.
This is one of the many useful, time-saving features of SolutionBuilder which helps make your protection process easier and more streamlined. To find out more about SolutionBuilder and how it can help increase your protection business, sign up to an online demo. To find out more about the Risk & Mortgage Report, read the latest edition of iProtect.