iPipeline's quote and apply portal, SolutionBuilder® can now seamlessly link to LifeQuote's outsourced protection case management service.
The integration allows advisers using iPipeline's SolutionBuilder seamlessly to access the LifeQuote platform and transfer cases to LifeQuote's outsourced case management team to handle the collection...
Completes legal process
PI insurance revoked amid market ‘nervousness’
‘A great outcome’
‘Either write it or refer it. Do not ignore it’
Six months' prep time
Searches on Square Mile’s Academy of Funds