iPipeline’s SolutionBuilder® integrates with 360 Dotnet’s CMS, 360 Lifecycle

31 March 2017

Secure CMS integration helps advisers build their protection business.

iPipeline® – a leading provider of next-generation solutions and services to the life and pensions market – today announced that SolutionBuilder, their client-centric, research, quote and apply portal, has integrated with 360 Dotnet’s client management system, 360 Lifecycle.

Accessing SolutionBuilder via 360 Lifecycle allows advisers to research and compare both single and multi-benefit protection products on one screen. Client data is entered and stored within 360 Lifecycle, when it is then securely entered into SolutionBuilder, enabling advisers to research and quote multiple products including Life, Critical Illness and Income Protection with minimal data input. Results can be compared side by side, enabling advisers to easily identify the best product(s) for their clients.

Following a successful pilot with Lifetime Group, advisers who already have access to SolutionBuilder can now take advantage of the integration and benefit from further time saving when researching, quoting and applying for protection. Key documents are taken from SolutionBuilder back into 360 Lifecycle for further reference and compliance purposes.

Paul Merrigan, Group CEO of Lifetime Group, commented: “We want to provide our advisers with the most efficient and productive tools possible to allow them to address their clients’ needs in the most effective manner. SolutionBuilder supports our focus on simplifying the protection advice process for our advisers. Our advisers will be better prepared with multiple options and costs on one screen allowing a simple but effective way to address clients’ needs and to increase efficiency.”

Paul Yates, Product Strategy Director, iPipeline commented: “SolutionBuilder has a track record of growing protection business. We can demonstrate significant growth in the number of multi-benefit sales along with a marked increase in premium values when user groups move to SolutionBuilder. Working with progressive companies, such as Lifetime Group and 360 Dotnet, allows us to further demonstrate how technology like SolutionBuilder is key in helping drive protection sales and enabling advisers to deliver the best possible client outcomes.”

Carlos Thibaut, CEO, 360 Dotnet added: “We are delighted to add SolutionBuilder into 360's integrated mortgage, protection and GI sourcing software. 360 Lifecycle makes the task of sourcing multiple product types as frictionless as possible by merging individual product sourcing into one solution and reusing the data that advisers normally have to rekey into different platforms. Enhancing our software with SolutionBuilder increases the options available to our users to deliver the best possible service and products to their clients with minimal effort.”