Intelliflo has integrated iPipeline's SolutionBuilder into its Intelligent Office (iO) system to help advisers "rapidly model and shape" protection solutions.
SolutionBuilder is a research, quote and apply portal that aims to enable advisers to "streamline" the process of finding the right protection products for clients. It uses pre-populated data, as well as taking quote and product information back into iO. Intelliflo said advisers would now be able to quickly find the right protection cover for clients, compare protection needs across multiple products, compare multi-benefit and single-benefit products, receive an instant underwriting decision, and retain quote data for 90 days. iPipeline's protection quote tool integrates with LifeQuo...
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