(St Philip’s Church, Alderley Edge, Cheshire, England. Photo credit: Peter I. Vardy.)
iPipeline UK (Cheltenham, Gloucestershire), a provider of next-generation solutions and services to the life and pensions market has today announced the integration of SolutionBuilder, their client-centric, research, quote and apply portal, with Time4Advice’s (Norwich, U.K.) client management system, Curo. The integration was piloted successfully with Clarion Wealth Planning (Alderly Edge, Cheshire), according to iPipeline.
“We have been using Assureweb for our protection quotes but having used SolutionBuilder via the Curo integration, we’re impressed with how superior it is compared to Assureweb,” comments Adam Wareing, Financial Planner, Clarion Wealth Planning. “We are already experiencing an efficiency improvement of 60 to 70 percent.”
iPipeine reports that accessing SolutionBuilder via Curo allows advisors to research and compare both single and multi-benefit protection products on one screen. Client data is entered and stored within Curo and then securely transferred into SolutionBuilder, enabling advisers to more efficiently research and quote multiple products including life, critical illness and income protection with minimal data input. Relevant quote data from SolutionBuilder automatically populates the protection recommendation report, saving advisers time in the set-up of the recommendation. All key compliance documents are pulled back from SolutionBuilder into Curo.
“Working with Time4Advice to offer efficiency and effectiveness in advising on protection demonstrates how technology is key to helping drive sales growth and ensuring advisers have the right tools to offer the best outcome for their clients,” comments Paul Yates, Product Strategy Director, iPipeline. “With SolutionBuilder’s track record of growing protection business, we’re excited to be offering this to Curo’s advisers.”
Smooth, End-to-End Transition of Data
Integrating Curo with SolutionBuilder allows advisers to further remove barriers to talk about protection to their clients, according to Roland Rawicz-Szczerbo, Founder and Director, Time4Advice. “The ability to quote multiple benefits and then view and compare the results on one screen ensures advisers can identify the best products for their clients,” he elaborates. “The integration allows a smooth transition of data from end-to-end and has set a high benchmark for our future integrations.”