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Enhanced Integration with iPipeline SolutionBuilder

29 July @ 10:00 am - 11:00 am

OMS is excited to announce that it is enhancing its integration with iPipeline’s SolutionBuilder!
They have been working in the background with the iPipeline team to improve their integration with iPipeline’s SolutionBuilder, enhancing its functionality for a better user experience.
What’s Changed?Previously, the integration would generate a standard Level or Decreasing Term quote that might not be specific to your client(s) needs. With the soon-to-be-released upgrade, you will now send your client’s details straight into SolutionBuilder and build a custom quotation that is relevant to your client(s) requirements. The updated view in OMS will present you with your client’s details, where you can select up to two applicants to quote protection benefits.

The benefits of this upgrade include more accurate pricing suggestions, increased flexibility, ability to quote if only one applicant is working and greater efficiency in quote creation. We have also updated how quotes saved in SolutionBuilder are displayed when they are brought back into OMS, making them easier to read. All other existing functionality, including the ability to download documents and direct apply from within OMS, is still available.

This enhancement is a global change and will be visible on your system from July 29th. iPipeline will be hosting a training session at 10 AM on the day of the release (29th July), which you can register for below.

Details

Date:
29 July
Time:
10:00 am - 11:00 am
Event Tags:
Website:
https://register.gotowebinar.com/register/1591423675067517269
Keep in mind that many events have limited places and are booked on a first-come, first-serve basis. Don’t delay, book early!

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