Protection
Protection guides and more
15 articles
How to Source Insurance Through PaymentshieldGuide to Using the PaymentShield Integration for General Insurance
Where is demands and needs located
How to add a multi policy protection case?
How to add a new protection case
How to use Solution Builder with Smartr365
How to source with Solution Builder
How to link your iPipeline account (Solution Builder)
I have a sole mortgage case and now want to add joint protection. How can I do this?
Add Multi Policies and Combination Policies from Solution Builder
Capture your clients demands and needs
Add your client's Demands and Needs & Quote in Solution Builder
How do I submit ENBS for Protection and where do I find my ENBS reference number?
Protection Policies: Adding Multiple Benefits in Smartr365
Mark protection cases as lapsed or cancelled