Overview
Solution Builder (powered by iPipeline) lets you source and compare protection quotes from multiple providers for a protection case in Smartr365. Quotes you save in Solution Builder come back into Smartr365, where you can add them to the case with their reports and documents, or apply directly to the insurer.
Before You Start
Credentials: each adviser links their own iPipeline account. Go to Settings > My Credentials, open Solution Builder, enter your WebID and Password, and click Save. Your WebID starts with "web" and contains only letters and numbers. If you need any help, you can find more information here.
Occupation: for each employed or self-employed client, select an occupation in Occupation (For Solution Builder) on the Protection Fact Find. The client needs a primary employment in Fact Find > Current Employment first. If no suitable option exists, select Other – Occupation Not Listed and enter a job title. The Occupation (For Solution Builder) field only appears once your Solution Builder credentials are saved. Until then, the Protection Fact Find shows a Job Title field instead.
Protection Fact Find: complete it for your client(s), as it is used to create the client(s) for you in Solution Builder.
Protection case: the Solution Builder tab is only shown on protection cases. If your client does not have one yet, create it with New Case (choose Protection) or with Add New Protection on the Protection Policies page.
Details Solution Builder Needs
Field | Where to Complete | Notes |
Applicant Details | Fact Find > Personal Details | First name, surname and date of birth for each applicant (both applicants on a joint case) |
Gender and Smoker Status | Protection > Protection Fact Find | Required for each applicant |
Employment Status | Fact Find > Current Employment | Required for each applicant |
Income | Fact Find > Current Employment | Required for employed and self-employed clients |
Occupation | Protection Fact Find > Occupation (For Solution Builder) | Required for employed and self-employed clients |
Protection Demands & Needs | Protection > Demands and Needs | Needed if you want to send needs to Solution Builder with Save & Quote |
How to Generate Quotes
Open the protection case and select Solution Builder in the top toolbar. You can also click Source next to the policy on the Protection Policies page.
Click Launch Solution Builder. Solution Builder opens in a new browser window with your client’s details pre-filled.
In the Benefit Basket screen, add your chosen benefits and click QUOTE NOW to see all available insurers and plan options.
When you have found your chosen solution, click the flag button in the bottom right corner, then the folder icon on the right-hand side, then Save for later. Repeat this as many times as you like to bring back several solutions for comparison.
Back in Smartr365, click View Quotes. This refreshes the Insurance Quotes list with the solutions you saved, showing the product, provider, premium and solution type.
In Solution Builder, save your chosen solution for later:
Note: if some saved quotes cannot be brought back, you will see the message "Some quotes could not be retrieved." The quotes that are listed can still be used.
You can also send needs from Protection > Demands and Needs to Solution Builder using Save & Quote.
How to Add Quotes to a Case
In the Insurance Quotes list, click View Details on the quote.
Click Add To Case.
For each policy in the solution, choose what to import:
Add policy and benefit data to case - fills in the Case Information and Benefits sections under Protection Policies, so you do not have to rekey them. Any benefits already on the case are replaced.
Documents - tick Enhanced Protection Comparison and/or Quote Illustration, or tick Document Pack on its own.
If the case already has a sourced product, choose Replace existing product on this case or Create a new case, which creates a new protection case with this product and leaves your existing cases unchanged.
Click Submit.
If the solution has more than one policy and you add the policy data for each, one policy is added to this case and each further policy is added as a new protection case.
How to Apply Directly to an Insurer
Click View Details on the chosen quote.
Click Direct Apply. A new window opens in Solution Builder to start the application for that quote.
Complete and submit the application in that window.
How to Get Reports and Documents
Reports are not downloaded from the quote page. Choose them in the Documents column of the Add To Case window (see How to Add Quotes to a Case above):
Enhanced Protection Comparison: a comparison report for the quote.
Quote Illustration: the quote illustration for the client.
Document Pack: the application pack for the quote. Each document in the pack is saved separately. You can choose Document Pack, or one or both of the other two reports, but not both together.
The documents you choose are fetched from Solution Builder in the background and saved to the case Document Store, so they can take a few minutes to appear.
Troubleshooting
Issue | Solution |
"Failed to login to Solution Builder" | Check that your WebID and password are saved correctly in Settings > My Credentials > Solution Builder, and save them again |
Solution Builder tab not shown | Open the protection case. The Solution Builder tab is only shown on protection cases |
Occupation (For Solution Builder) field not shown on the Protection Fact Find | Save your Solution Builder credentials in Settings > My Credentials. Until they are saved, the page shows a Job Title field instead |
"Occupation code is required" error | Select an occupation in Occupation (For Solution Builder) on the Protection Fact Find |
No quotes in the Insurance Quotes list | Save the solution in Solution Builder with Save for later, then click View Quotes in Smartr365 |
"Some quotes could not be retrieved" | One or more saved quotes could not be brought back from Solution Builder. The quotes that are listed can still be used |