.png?width=300&height=26&name=iPipelineAlternativeRectangle_ArcticWhite_2023%20(1).png "iPipelineAlternativeRectangle_ArcticWhite_2023 (1)"){kind=small}
The Protection Journey
Stage 1 - Prospect
Stage 2 - Fact Find and Needs
Understanding client needs and gathering information.
The common challenges can be when clients are often unsure or unaware of their protection needs, making it difficult to assess and recommend suitable cover.
Stage 3 - Solution Sourcing
Exploring protection options and planning solutions.
The common challenge at this stage is finding the right balance between affordability and comprehensive cover among a wide range of options.
Stage 4 - Suitability and Apply
Matching solutions to client needs and applying.
The challenge at this stage is often when clients may delay decisions, lose interest, or struggle to understand complex product features during the application process.
Stage 5 - Compliance
Ensuring regulatory alignment and documentation.
It's a challenge to keeping up with evolving regulatory requirements while ensuring thorough documentation and audit trails.
Stage 6 - On Risk
The challenge is when delays can occur due to underwriting or medical checks, affecting client confidence and satisfaction.
Stage 7 - Service
Ongoing client support and policy servicing.
It's challenging to maintain ongoing engagement and proactively reviewing protection needs as clients’ circumstances change.
Protection Journey: Stages & Product Fit
iPipeline Tools
PreQuo
PreQuo Lead Gen works behind the scenes to capture attention using tailored messaging and smart lead generation tools, helping advisers connect with the right people at the right time.
PreQuo Nurture keeps the conversation going with relevant, timely content throughout the journey—building trust, prompting action, and supporting long-term relationships.
PreQuo Risk Reports turn client data into clear, personalised insights that highlight areas of need, helping advisers raise awareness and guide more focused, meaningful discussions.
SolutionBuilder
SolutionBuilder allows advisers to quote, compare, and present protection solutions in a way that’s easy to understand - while also supporting documentation and regulatory needs in the background. It brings everything together from planning to application, reducing complexity and delays.
