iPipeline announces partnership with CIExpert

iPipeline has announced a new partnership with CIExpert that will support advisers comparing critical illness plans through its protection sourcing tool, SolutionBuilder.

CIExpert provides an online service that helps advisers assess the most appropriate critical illness policy for their clients.

iPipeline suggested its integration with the service will provide advisers with access to CIExpert from SolutionBuilder, allowing them to make quicker decisions and create personalised reports that support their recommendations for clients.  

The digital solutions provider also stated that advisers can launch CIExpert from within SolutionBuilder’s quote engine to speed up the process, and if an adviser has CIExpert credentials, the data will be passed through from their SolutionBuilder quote so they don’t need to re-key the information in CIExpert.

“We want to provide advisers with a range of tools and services that help them recommend protection products based on quality as well as price” said iPipeline product strategy director, Paul Yates.

“Critical illness is a complex product and plans vary hugely between providers. We believe that by adding integrated product research capabilities we can encourage more advisers to sell protection and help them explain product variances to clients properly.

“Our aim is to make the protection journey as simple as possible for advisers and support them in achieving the best outcome for their clients.” 

CIExpert director, Alan Lakey, added: “We recognise that one of the most difficult tasks for advisers is to convey the differences between different critical illness policies to their clients and to illustrate that in many cases significantly improved cover can be provided at a relatively small incremental cost.

“This integration with SolutionBuilder is a powerful step forward in simplifying the process for advisers, saving valuable time and making it easier to illustrate the cost versus quality options available and create personalised analyses for the demographics of each client.”

    Share Story:

Recent Stories


Exploring EARTH
Adam Cadle speaks to Edward Lees, Co-head of environmental strategies group, BNP Paribas Asset Management, about the investment opportunity for the coming decades: the environment.

FREE E-NEWS SIGN UP

Subscribe to our newsletter to receive breaking news and other industry announcements by email.

  Please tick here to confirm you are happy to receive third party promotions from carefully selected partners.