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iPipeline partners with CIExpert

Jake Carter

October 15, 2020

Digital solutions provider iPipeline has partnered with CIExpert to support advisers comparing critical illness plans through SolutionBuilder, iPipeline’s protection sourcing tool.

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

The integration will allow advisers to access the service within SolutionBuilder, which allows advisers to make quicker decisions and create personalised reports that support their recommendations for clients

If an adviser has CIExpert credentials, the data will be passed through from their SolutionBuilder quote so they do not need to re-key the information; those who do not have CIExpert credentials will be offered a free trial of the service.

Paul Yates, product strategy director at iPipeline, said: “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.

“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 new partnership with CIExpert will improve adviser access to the site, speeding up the process for existing users and highlighting the benefits of the service to those who have never used it.”

Alan Lakey, director at CIExpert, added: “We recognise that one of the most difficult tasks for advisers is to convey the differences between different CIC 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.”


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