Mortgage Advice Bureau overhauls protection advice process through iPipeline

Adam Saville
clock • 1 min read

PreQuo and SolutionBuilder selected by adviser firm

Intermediary network Mortgage Advice Bureau has teamed up with iPipeline to overhaul its protection advice offering. The integration of PreQuo, an interactive sales aid, will allow advisers to research indicative protection costs and options while simultaneously mapping a client's risk. SolutionBuilder has been chosen as a quote and apply solution - for single and multi-benefits - that allows advisers assess and compare protection needs for clients in a single user interface. Both solutions will be integrated into Mortgage Advice Bureau's CRM, Midas. ‘Richer, more personalised' ...

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