An integration between iPipeline’s SolutionBuilder and Mortgage Brain’s CRM system, the Key, means advisers can now gain access to multi-benefit protection quotes.
Available to all Directly Authorised advisers and any network with an agreement with iPipeline, the integration enables users of the Key to use SolutionBuilder to research and compare both single and multi-benefit protection products on one screen.
By using SolutionBuilder through the Key, quote data for multiple product categories including Life, Critical Illness and Income Protection can now be securely held for 90 days, and client details only need to be entered once. Results can also be compared side by side enabling identification of the best product for a client.
The Key supports the sale of mortgages, insurance, life, loans and other financial products.
Mark Lofthouse, Mortgage Brain’s CEO, said: “In synergy with our own systems, iPipeline’s SolutionBuilder® offers both modern and intuitive functionality and has been developed not only to support – but enhance – an advisers’ business.”
“This impressive systems integration offers features that can only improve the way advisers can advise and upsell protection products. Our partnership with iPipeline is another example of our proactive approach to developing relationships that bring a myriad of benefits to the industry.”
Paul Yates, product strategy director at iPipeline, added: “We are exceptionally proud of SolutionBuilder as it continues to gain recognition throughout the industry. It provides advisers with the most efficient and comprehensive way of comparing multi-benefit quotes and enabling both upselling and cross-selling to support a client’s protection needs. This has been proven with users experiencing a 10% increase in productivity and a 20% rise in benefits per client – including a doubling of income protection.
“We’re delighted to be working with Mortgage Brain and the integration with the Key is a great success. Mortgage Brain’s ethos of delivering pioneering technology solutions for advisers mirrors ours and we’re committed to developing this partnership.”