Intelliflo has enhanced its Intelligent Office system in order to streamline the process of finding the right protection products for clients.
The firm has integrated into its software iPipeline’s SolutionBuilder portal, which uses pre-populated client data in the quote request, as well as taking quote and product information back into Intelligent Office.
As a result, advisers will be able to obtain instant indicative quotes, compare protection needs across multiple products, and compare multi-benefit and single-benefit products in a single view.
They will also be able to receive an instant underwriting decision in principal with XRAE underwriting software and retain quote data for up to 90 days.
Nick Eatock, Intelliflo’s executive chairman, said: “Advisers often find that their clients have complex protection needs and quote research is a critical part of the business and sales process.
"SolutionBuilder provides a faster and more efficient way of reviewing a client’s protection needs and how they can be packaged together.”
Peter Chadborn, financial project manager at Colchester-based Plan Money, said: “This is a welcome innovation and a sign of different technological solutions working hand-in-hand to make an adviser’s job more efficient, which delivers better client outcomes.
“On the other hand, if, as a firm, we are using Intelligent Office but our protection portal of choice was not iPipeline, then we would have to change our portal to take advantage of the innovation.”
simon.allin@ft.com
