Obtain client quotes the efficient way using Intelligent Office
Getting quotes from numerous providers with multiple options and then saving them for compliance purposes can be a very laborious process. However, there is an easier way to obtain quotes using the proven functionality housed with Intelligent Office (iO) - the UK’s leading web-based business management system.
iO integrates with a wide range of quotes portals including iPipeline, The Exchange, MortgageBrain and Trigold, negating the need to move to another website/portal. Plus, it will also save you time by not having to upload KFIs, as they are automatically saved against a client record.
Using the quotes functionality within iO gives users additional benefits. Some of these include:
Intelligent Office offers the most tried and tested
Over 2,200 of the UK’s leading advisory firms, with over £354 billion under advice, trust Intelligent Office to power their businesses and improve their bottom line.
Intelliflo's market-leading practice management software helps financial advisers transform and grow their business
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