iPipeline's quote and apply portal, SolutionBuilder® can now seamlessly link to LifeQuote's outsourced protection case management service.
The integration allows advisers using iPipeline's SolutionBuilder seamlessly to access the LifeQuote platform and transfer cases to LifeQuote's outsourced case management team to handle the collection of the application data, case processing with insurers, and chasing of medical evidence. Paul Yates, product strategy director at iPipeline, said: "One of the barriers to advisers selling more protection is the time and experience it takes to write their client's policy. "With the integration of LifeQuote, we're providing advisers with the option of outsourcing their case admin to LifeQu...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes