Top Tweets for #solutionbuilder
On Monday, 30th Oct, at 11 a.m., iPipeline's Chantel McGill will be joined by Twenty7tec's Jack Wheatley to showcase how advisers can best use FINPLAN and #SolutionBuilder integration to their advantage for protection sourcing.
Sign up here ๐
๐ป Where? https://t.co/5prxfT8Sis
Not only one of my fav photos from #df23 for the #AwesomeAdmin #Sweepstakes but looking in the ๐ช led me to make a new friend in line & I ran into @amandalnelson as her shift was ending! The kind of kismet I love about Dreamforce #solutionbuilder ๐
69% of customers donโt know about value added benefitsโฆ Using our #productfeatures report in #SolutionBuilder can help educate clients on value added benefits on policies #AMIViewpoint @iPipelineUK
Loved presenting and sharing all things #PreQuo and #SolutionBuilder at @AdviserEvent Product Lab this morning!๐ฅณ @iPipelineUK
All set up and ready for the @AdviserEvent today! Chris, Steve and I are ready to talk all things #PreQuo and #SolutionBuilder and driving protection through use of technology! @iPipelineUK
Really excited to be heading to @AdviserEvent next week to talk all things #PreQuo and #SolutionBuilder and how you can use technology to drive protection conversations! #MAE22
Waking up with a coffee overlooking Leicester Square โ๏ธ now to get ready to head to the @IntellifloLtd Connected to talk all things #AlphaTrust and #SolutionBuilder #intelliflo22
Up and ready to head to @PMSMortgageClub Extra Live in Chepstow to talk all things #protection, #PreQuo and #SolutionBuilder ๐คฉ
After a great day talking #PreQuo and #SolutionBuilder at @PMSMortgageClub itโs great to be able to relax in the spa and read before a busy day of seeing customers tomorrow face to face! #OnTheRoadAgain #travellingmears
Arrived safe and sound and ready to talk to all things #PreQuo and #SolutionBuilder at @PMSMortgageClub @iPipelineUK
Iโm very excited to be heading off to West Sussex tomorrow to talk all things #PreQuo and #SolutionBuilder at the @PMSMortgageClub Mortgage and Protection Extra Live! Make sure you say hello ๐๐ป if you see me!
Using #SolutionBuilder gives you the ability to look at our unique combination solution when quoting for multi benefit which allows you to put your term benefits together in a menu plan but look at IP separately.. perfect to use the new @HollowayAdviser products!๐ฅณ
Holloway Friendly launches new income protection proposition https://t.co/1U7eCM4Wre
Itโs been great to work with @cssgareth and the team at @plannrcrm to look at the many @iPipelineUK integrations and how we can help streamline the protection quoting journey with #SolutionBuilder and #PreQuo and streamline processes with #AlphaTrust ๐ฅณ
The #SolutionBuilder and #AlphaTrust integration within @OneMortgageSys is enabling advisers to engage with clients about protection and get important documents signed instantly! Tech like ours at @iPipelineUK is here to support the advice process #financialservices
Take stock to determine what tech options are on offer says our MD @njannels in Decemberโs @MortgageChat Technology Supplement
Want to find out how to use SolutionBuilder; we know have an On-Demand Training Session you can watch whenever suits you. Available at https://t.co/JlFq2IJqD6
#solutionbuilder #training #ondemand #protection #protectionsourcing
Itโs great to see Cavendish utilising our new D2C capabilities and our award winning #SolutionBuilder software!
Cavendish rolls out new version of quote and apply portal https://t.co/YoShU7jIex
This is a prime opportunity to review your clients protection and make sure they are fully protected #protection #iPipeline #SolutionBuilder https://t.co/ocXlwdpVKa
@JitenVarsani @iPipelineUK Thank you! It was great to spend sometime going through #SolutionBuilder this morningโบ๏ธCanโt wait for you guys to start using it and seeing the time saving!
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