Scott Taylor-Barr

Principal Adviser Barnsdale Financial Management

"Advanced Underwriting makes SolutionBuilder a one-stop resource that will streamline the options for me to research the most common protection disclosures.

It allows me to better advise my clients on their prospective premium and terms - with illustrations that actually reflect a more accurate costing. This will reduce the chance of them changing their mind later down the line when final terms are issued."

Frequently Asked Questions

Have Question? We are here to help

Do I have to add underwriting details if I have two lives added?

No, you can choose to complete the underwriting information for either life, or for both.

Can I add a disclosure later?

Yes, you can edit or add disclosures at any time. Please note that you will need to revalidate any dates added, then save and continue before requoting.

How do I know I’ve answered all the relevant questions for a disclosure?

A green confirmation tick will appear on the left-hand menu column for that disclosure once all required questions are completed.

Where can I find or save the disclosures I’ve added?

Disclosures can be accessed on the results page, within the Solution box. Click ‘Underwriting Breakdown’, then follow the ‘underwriting applied for life’ link to view the information provided on the disclosure screen.

Can I save the disclosure PDF, or does it pull back to my SolutionBuilder CRM Integration/ "Get Support Documents" Pack

The disclosure PDF does not pull into your "Get Supporting Documents" Pack or via your SolutionBuilder CRM integration. You can save it manually, and we recommend you store securely.

Do the disclosures I’ve added pre-populate the provider site when I apply for the quote?

No, the disclosure data does not pre-populate provider sites. However, if no changes are made to the disclosures, the outcomes should remain consistent.

Q: Why don’t all providers return indicative underwritten premiums?

Only providers who have joined the Advanced Underwriting service return underwritten premiums. We are continuing to work with other providers and expect more to join over time.

Who do I contact for general enquiries about my account or access to Advanced Underwriting?

A: For support using Advanced Underwriting or quoting in SolutionBuilder, please contact iPipeline’s support team via:
• Live Chat
• Email: uk.support@ipipeline.com
• Phone: 0345 408 4022

Need further support? We’re here to help!

Who do I contact for help with quote results, Advanced Underwriting, or navigation within SolutionBuilder?

Need further support? We’re here to help!

Advanced Underwriting is the best thing you have ever done! My clients' experience has improved significantly.

It provides a clear, visual view of the premium, which clients really appreciate. Every underwritten quote I’ve applied for so far has resulted in no premium changes, which gives me great confidence in the accuracy of the underwritten quote.

Yatinkumer Patel

| Supreme Financial Solutions

Revolutionary! Exactly what we needed.

Siobhan Brookes

| Folan Brookes

Loved it. So fast and transparent.

Eduardo Naum

| Supreme Financial Solutions

It's brilliant - saves time. I got a price and terms with one of our launch providers. I did it all on Advanced Underwriting.

Ritchie Browman

| Stirling Mortgage Shop

Anything to improve transparency from the beginning of a customer journey and to reduce non-progressed applications is always good to see and will hopefully support an increase in the number of people taking out protection.

COVER Magazine