Guides
33 articles
- Where is demands and needs located
- How to Add a New Protection Case and Submit to Concert HubStep-by-step guide to creating a new protection case in Smartr365, completing the required fields, and submitting it to Concert Hub via SmartrConnect.
- What to do when a Yoti ID verification session expiresHow advisers can re-initiate a Yoti identity verification session for a client when the original link has expired.
- 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 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
- How to Capture Protection Demands and Needs in Smartr365Guide to recording protection demands and needs and sending them to Solution Builder for quoting.
- How to Complete the Protection Fact Find in Smartr365Guide to completing the protection fact find including occupation, health, and will information.
- How to Manage Protection Policies with Multiple BenefitsGuide to creating multi-benefit protection policies and recording existing cover.
- 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 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 Paymentshield for Home InsuranceComplete guide for configuring Paymentshield credentials and using it for home insurance quotes and referrals in Smartr365.
- Troubleshooting: Paymentshield Quote Errors in Smartr365How to resolve errors when generating Paymentshield home insurance quotes, including API errors, credential issues, and branch number problems.
- 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