HL Partnership has adopted iPipeline’s research, quote and apply solution, SolutionBuilder.
SolutionBuilder allows advisers to compare all protection needs. HL Partnership advisers can access SolutionBuilder via their chosen CRM – 360 Lifecycle or standalone, with both routes allowing advisers to research and quote multiple products including life, critical illness and income protection.
Christopher Tanner, CEO of HL Partnership, said: “Providing our advisers with the latest technology to allow them to carry out their job in the most efficient, effective way is a core strategy for our network. It’s also vital to ensure that our advisers have all the information they need to be able to offer their client’s multiple protection solutions that are affordable and most importantly meet their needs.
“With XRAE built into the process to support advisers on whether their client is likely to be rated and SolutionBuilder integrated with 360 Lifecycle is another demonstration of our drive to future proof our members against the impact of the digital age.”
Paul Yates, product strategy director at iPipeline, added: “HL Partnership have been customers of iPipeline for many years and we’re really excited to help them move to the next level for protection business. We provide technology solutions that help drive protection sales, which in turn allows advisers to ensure their clients receive the best possible cover to meet their requirements.
“Over the past year we have helped our clients deliver a 14% increase in the number of protection clients quoted and a 34% increase in protection sales. Product fashions and features fade, great advice is eternal.”