The Assureweb Portal
Assureweb is an industry leading quote and apply portal for financial advisers covering all the major product providers across Protection, Annuities, Personal Pensions, Investment Bonds and Equity Release services.
It is the only free portal in the marketplace offering you whole of market coverage from 35 providers covering over 200 products.
- Allows you to streamline business processes with the ability to utilise pre-population of data
- Includes free Multi-Benefit service - quote, compare and apply for multi-benefit products for a combination of up to 5 benefit types
- Simplifies access and distribution of quotes with Email My Quote service
SolutionBuilder is an intelligent quote and apply protection tool which allows financial advisers to compare simple and complex protection products, side by side, in a single view, to quickly identify the right solution based on their clients' needs and budget.
- Quickly find the right solution for your clients' protection needs - research, quote and compare across multiple product sets including Life, Critical Illness and Income Protection
- Set your clients expectations earlier in the process with Intelligent Matrix Quoting - view a range of indicative premiums from a single set of inputs without having to run multiple quotes
- View a number of solutions for your clients protection needs in a single view with Menu Builder - includes multi-benefit and single-benefit products
- Return to and review previous quoting options with data being held for more than 30 days - no need to re-key data
- Enjoy the simple and responsive user interface which is optimised for tablet devices
- All Paradigm Protect members can get FREE licences for their firm, please contact us for more details.
Not Yet Registered for SolutionBuilder?
If you are a Paradigm Protect membr, you are entitled to a FREE SolutionBuilder licence, where Paradigm will cover the cost for you.
Alternatively, you can sign-up for SolutionBuilder and receive your first month free - simply log in to your Assureweb account and click 'Register' next to SolutionBuilder on the My iPipeline Services page. Each licence costs £14.99+VAT per month. You will need to add your Direct Debit details but you can cancel your subscription at any time during your first month; thereafter you will need to provide one months' notice.
If you are not currently using the Assureweb portal, or you are not using it via Paradigm, please email us and we will happily arrange this for you and your colleagues, free of charge.
Free Online Training Sessions
We provide free online training sessions for all of our services - email [email protected] or call 0345 408 4022 to reserve your place.