Mortgage Advice Bureau, a network of over 950 advisers, has adopted iPipeline’s protection sales support tool PreQuo and its protection sourcing tool SolutionBuilder.
PreQuo provides an immediate indicative cost of protection which can be used as an interactive protection sales aid.
Advisers can research protection options and provide them to the client instantly, simultaneously assessing their risk of needing that protection coverage.
SolutionBuilder is a research, quote and apply solution that allows advisers to compare all protection needs based on the client’s specific needs and budget.
PreQuo and SolutionBuilder will be integrated with Mortgage Advice Bureau’s customer relationship management software Midas.
Andy Walton, protection proposition director at Mortgage Advice Bureau, said the network is constantly looking at ways it can help advisers demonstrate the risks of not having cover and present the most appropriate solution in a consistent and impactful way.
“Working with iPipeline significantly enhances the adviser and customer experience, and also meets all our requirements in terms of digital solutions, as we look to widen choices for customers in terms of how they research, receive advice and transact,” he added.
Paul Yates, product strategy director for iPipeline, claimed advisers can have richer, more personalised protection conversations by visually demonstrating what cover can be achieved for what cost.