Protection & Insurance
Protection, home insurance, Uinsure, Paymentshield, and Solution Builder
30 articles
- Why Solution Builder Is Not Visible in a Case and How to Enable ItSolution Builder is only available in Protection cases and requires Solution Builder credentials to be configured in Settings > My Credentials. If it's not visible, check these two prerequisites first.
- Solution Builder shows 'An Error Occurred' when quoting insurance for self-employed clientsA known issue can cause Solution Builder insurance validation to fail for self-employed clients whose employment type was entered via the client FactFind portal. Re-saving the occupation in Smartr can…
- How to add a multi policy protection case?
- How to add a new protection case
- 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
- 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?
- How to Capture Protection Demands and Needs in Smartr365Guide to recording protection demands and needs and sending them to Solution Builder for quoting.
- Where is demands and needs located
- Troubleshooting: Paymentshield Quote Errors in Smartr365How to resolve errors when generating Paymentshield home insurance quotes, including API errors, credential issues, and branch number problems.
- How to Set Up and Use Paymentshield for Home InsuranceComplete guide for configuring Paymentshield credentials and using it for home insurance quotes and referrals in Smartr365.
- How to Use Solution Builder for Protection QuotesGuide for using Solution Builder (iPipeline) to generate protection quotes, compare providers, and add policies to cases.
- How to Set Up and Use Uinsure for Home InsuranceComplete guide for setting up Uinsure (UinsureCX) and sourcing home insurance quotes and referrals in Smartr365.
- How to Manage Protection Policies with Multiple BenefitsGuide to creating multi-benefit protection policies and recording existing cover.
- How to Complete the Protection Fact Find in Smartr365Guide to completing the protection fact find including occupation, health, and will information.
- Mark protection cases as lapsed or cancelled
- Getting setup with Uinsure
- What is UinsureCX?
- How to send a referral to Uinsure using UinsureCX
- How to source with Unisure
- How to create a new Home Insurance case
- How to Source Insurance Through PaymentshieldGuide to Using the PaymentShield Integration for General Insurance
- Submitting an Insurance ReferralInsurance referral
- Accessing and Converting Protection and Business Insurance Leads
- Mark a home insurance case as lapsed or cancelled
- What is Accelerated and Additional protection?
- How to fix 'Please launch Solution Builder before retrieving the quotes' errorThis error appears when Solution Builder has not been properly initialised for a protection case. The fix is to click 'Launch Solution Builder' first before attempting to retrieve or view…
- Solution Builder error: 'There was a problem in saving the retrieved quotes'Quotes not pulling through from Solution Builder to Smartr365? Here's what to check and what to do if the standard steps don't resolve it.