iPipeline integrates with the Key

Published on

An integration between iPipeline’s SolutionBuilder and Mortgage Brain’s CRM system, the Key, means advisers can now gain access to multi-benefit protection quotes.

Available to all Directly Authorised advisers and any network with an agreement with iPipeline, the integration enables users of the Key to use SolutionBuilder to research and compare both single and multi-benefit protection products on one screen.

By using SolutionBuilder through the Key, quote data for multiple product categories including Life, Critical Illness and Income Protection can now be securely held for 90 days, and client details only need to be entered once. Results can also be compared side by side enabling identification of the best product for a client.

The Key supports the sale of mortgages, insurance, life, loans and other financial products.

Mark Lofthouse, Mortgage Brain’s CEO, said: “In synergy with our own systems, iPipeline’s SolutionBuilder® offers both modern and intuitive functionality and has been developed not only to support – but enhance – an advisers’ business.”

“This impressive systems integration offers features that can only improve the way advisers can advise and upsell protection products. Our partnership with iPipeline is another example of our proactive approach to developing relationships that bring a myriad of benefits to the industry.”

Paul Yates, product strategy director at iPipeline, added: “We are exceptionally proud of SolutionBuilder as it continues to gain recognition throughout the industry. It provides advisers with the most efficient and comprehensive way of comparing multi-benefit quotes and enabling both upselling and cross-selling to support a client’s protection needs. This has been proven with users experiencing a 10% increase in productivity and a 20% rise in benefits per client – including a doubling of income protection.

“We’re delighted to be working with Mortgage Brain and the integration with the Key is a great success. Mortgage Brain’s ethos of delivering pioneering technology solutions for advisers mirrors ours and we’re committed to developing this partnership.”

Latest POLL

COMMENT ON MORTGAGE SOUP

We want to hear from you!
Leave a comment and get the conversation started.
You need to register to post, so please login or sign up below.

Latest articles

Coventry BS maintains status as one of the best workplaces

Coventry Building Society has been named one of Great Place to Work's UK’s Best...

Atom bank breaks Near Prime record

Atom bank has reported another record-breaking month for Near Prime activity. Over the course of...

Berkeley Alexander appoints new BDM

General insurance provider Berkeley Alexander has announced the appointment of Grant Robinson as a...

Newcastle for Intermediaries adds three-year fix range to mortgage offering

Newcastle for Intermediaries has introduced a new range of three-year fixed rate products. It said...

Other news

Coventry BS maintains status as one of the best workplaces

Coventry Building Society has been named one of Great Place to Work's UK’s Best...

Atom bank breaks Near Prime record

Atom bank has reported another record-breaking month for Near Prime activity. Over the course of...

Why it matters that bridging hit more than £10bn last year

We see many numbers bandied around in the financial industry, which can sometimes have...