Protection & Insurance
Protection, home insurance, Uinsure, Paymentshield, and Solution Builder
30 articles
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.
How to Capture Protection Demands and Needs in Smartr365Guide to recording protection demands and needs and sending them to Solution Builder for quoting.
Protection Policies: Adding Multiple Benefits in Smartr365
How do I submit ENBS for Protection and where do I find my ENBS reference number?
Add your client's Demands and Needs & Quote in Solution Builder
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
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 standalone home insurance case
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