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iPipeline unveils enhanced product features report service

by BestAdvice
13 June 2022
Affinity Mortgages partners with Mortgage Brain
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iPipeline is extending its Product Features Report Service within SolutionBuilder, to include multi-benefit protection comparisons.

iPipeline’s Product Features Report Service was previously limited to single benefit comparisons. This latest change to the service allows advisers to compare both core product features and added value benefits across multiple plans, for multiple clients.

These added features help advisers to analyse both quotes and product quality on their way to selecting the right recommendation for their client, regardless of the combination of products, or their complexity.

“Over the last two years, we have seen the importance of added value service go through the roof, both for the adviser and consumers. The benefits are a key part of the advice and sales process by advisers,” said Paul Yates, product strategy director at iPipeline.

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“This tool adds real value to their recommendation process, making advisers more efficient and productive.

“With this enhancement, Product Features Reports become even more powerful. A simple click of ‘Get Report’ produces a single focused report to help drive advice based on quality, in addition to price.”

Ian McKenna, director of Financial Technology Research Centre (FTRC), added: “In the last few years, SolutionBuilder has transformed advisers’ ability to quote for multi-benefit products.

“At the same time, our Product Features Report Service has helped advisers identify which products offer broader cover on the features suited to the clients’ needs. We are delighted to be able to extend this capability to support analysis on quality and price to multiple benefits.”

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