Integrated Sourcing
iPipeline – Solutions Builder
The Integration to iPipelines solution builder allows a seamless transfer of the data captured on your digital fact find into iPipelines APIs. Benefiting from solution builder’s ability to research, quote and compare a client’s protection needs across multiple products. Adding this solution within your CRM makes the process faster and more efficient than ever.
With document production facilities you can retrieve and store documentation such as KFIs from your chosen products and store them within the ER CRM.