Overview
Solution Builder (powered by iPipeline/Origo) lets you generate and compare protection quotes from multiple providers directly within Smartr365. You can add quotes to a case, download application packs, and apply directly to insurers.
Before You Start
Credentials: Solution Builder is configured at the firm level (no individual adviser credentials needed). Your firm must have an active iPipeline/Solution Builder agreement
Occupation Codes: Each client must have a valid Origo occupation code mapped — this is critical for generating quotes
Protection Fact Find: Must be completed before sourcing
Mandatory Fields
Field | Where to Complete | Notes |
Applicant 1 Full Details | Fact Find > Personal Details | Name, DOB, email, phone |
Applicant 2 Full Details | Fact Find > Personal Details | If joint, same as above |
Property Details | Fact Find > Property | Type, bedrooms, year built, address |
Origo Occupation Code | Fact Find > Employment | Critical — must map to a valid Origo code. Without this, Solution Builder is unavailable |
Protection Demands & Needs | Protection section | Complete the demands and needs assessment |
How to Generate Quotes
Open the case and navigate to the Protection section
Click Source with Solution Builder
Smartr365 sends the case data to Solution Builder and retrieves quotes
Review the returned quotes including product name, provider, and premium
Note: If some quotes fail to generate, you may see a "Succeeded with Warnings" message. The available quotes will still be displayed.
How to Add Quotes to a Case
Select one or more quotes from the results
Click Add to Case
The selected policies will be linked to the case
How to Apply Directly to an Insurer
From the quote results, click Direct Apply on the chosen quote
A new window opens with the insurer's application form, pre-populated with the client's data
Complete any remaining fields and submit directly
How to Download Application Documents
Application Pack: Downloads a ZIP file containing all required documents, saved to the case document store
Individual Report: Downloads a single PDF report for a specific quote
Troubleshooting
Issue | Solution |
Solution Builder option not available | Check that your firm has active Solution Builder credentials (firm-level configuration) |
"Occupation code not recognized" error | Update the client's employment in the Fact Find to map to a valid Origo occupation code |
No quotes returned | Verify the Protection Fact Find and Demands & Needs are fully completed |
Succeeded with Warnings | Some providers may not return quotes for certain risk profiles. The available quotes are still valid |