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SSP creates new efficiencies with integration of iPipeline’s SolutionBuilder

SSP, a global provider of technology systems and solutions across the entire insurance industry, has integrated iPipeline‘s award-winning SolutionBuilder® quote and apply system with its next generation financial services software, SSP Adviser. SSP is offering this industry innovation to its customer base to accelerate and simplify quoting, applying, analysis, illustrations and product comparison reporting all at the point of sale.

With a simplified and responsive user interface, SolutionBuilder enables advisers to easily compare both single and multi-benefit products, such as term assurance, life and critical illness all on one screen. This ensures advisers can quickly identify the right protection for their client’s needs.

Integrating this functionality with the modern web-based SSP Adviser client and policy management solution enables SSP’s customers to gain increased efficiencies at point of sale. The integration saves time by pre-populating client data to streamline the quote request, as well as facilitating the analysis in SolutionBuilder and automatically bringing back key facts illustrations (KFIs), comparison reports and illustrations to support the recommendation. It also sets up the policy proposal and details of the expected commissions due, allowing advisers to achieve greater efficiency across the whole process.

Whilst the analysis is done in SolutionBuilder with quotes available for up to 90 days, the quote, product and comparison details are brought back into SSP Adviser, allowing the documents to be retrieved with ease of access.

Adrian Coupland, Customer and Marketing Managing Director at SSP said:
“I am really excited by the additional capabilities SSP can offer its existing and new customers through this partnership with iPipeline. Our customers are the heart of SSP, and this is the first of a number of exciting initiatives we have planned to ensure they get the most out of their SSP Adviser solution.”

Paul Yates, Product Strategy Director at iPipeline said:
“We are delighted to have integrated SolutionBuilder with SSP Adviser in a partnership that allows advisers to service simple and complex protection needs effectively across single and multi-benefit solutions. We believe bringing new and innovative technology enhancements to advisers’ processes are a key component to help grow their protection business. SolutionBuilder is an example of this, as evidenced by a 28% increase in protection business via iPipeline during 2017.”

SSP Adviser

Endsleigh commits to SSP hosted technology in new 5 year deal

The UK’s largest student insurance provider, Endsleigh Insurance Services Limited, has announced a new five-year deal with technology solutions provider SSP to host its financial advice and insurance software.

The upgrade will see Endsleigh’s financial services subsidiary transition to the latest SSP Adviser software, managed off-site in SSP’s datacentre. By hosting its software with a technology specialist, Endsleigh will pass on responsibility for backups and disaster recovery to SSP’s datacentre.

In addition to SSP Adviser, SSP will also host two new pieces of insurance software for Endsleigh: Intelligent Quotes Hub (IQH) and SSP Electronic Data Interchange (EDI) services. The new tools will allow Endsleigh to generate more tailored quotes for a greater range of insurers by utilising new data sources.

The package of hosted services promises to reduce down time and deliver hassle free upgrades to the latest features.

Shaminder Gill, Head of Strategy and Proposition at SSP:
“Financial advisers and brokers often spend huge amounts of time on back office tasks which could instead be devoted to dealing directly with clients.

“The solution is a bespoke, hosted IT environment which works across the whole business and not just individual silos. Moving to a fully managed environment ensures advisers and brokers stay ahead of security and data protection challenges whilst scaling their capability up and down as needed.”

Elaine Etheridge, Operations Manager, Financial Services, Endsleigh said:
“With SSP keeping our back office up to date, our advisers can focus on what matters: our customers.

“Using one single hosted IT system that supports our advisers and brokers allows us to scale up our technology as we grow without the risk of complex upgrades.”

St. James’s Place commits to SSP’s financial services technology with a new 5-year deal

St. James’s Place Wealth Management has committed to a new 5-year deal with technology solutions provider SSP to enhance the technology services it provides to its team of financial advisers.

At the heart of St. James’s Place is the St. James’s Place Partnership; a network of expert financial advisers who specialise in delivering face-to-face wealth management advice to individuals, trustees and businesses across the UK. From the latter part of 2016, St. James’s Place will start to benefit from upgrades to their existing new business systems. This will include SSP’s new web-based financial services solution, called SSP Adviser.    

SSP Adviser is specifically designed for personal and corporate clients and will provide St. James’s Place with a tailored solution to match their exact needs and business model.

The new tools will facilitate access to illustrations, Fact Find and electronic business submission in a modern, web-based platform built upon Microsoft’s latest .NET technology.

Steve Pearson, Managing Director, SSP Broker Division commented:
“SSP has a successful and long-standing relationship with St. James’s Place, having provided a suite of technology assets since 2002.  Full feature workflow functionality and multiple integrations for fact finding, illustrations and electronic applications have helped smooth the advice process and delivered an enhanced customer experience.

“The addition of SSP Adviser is an exciting next step as we look to build on our technology partnership and achieve our shared ambitions for growth.”

Rob Delaine, Development and Technology Director from St. James’s Place said:
“The move to SSP Adviser will provide Partners with access to key functions via a standard web browser, integrated seamlessly with our wider technology systems.

“It will deliver a consistent, modern and more intuitive Partner experience and support the growth of our operations in the UK and further abroad.”