Quotes functionality for financial advisers - Intelliflo


Obtain client quotes the efficient way using Intelligent Office

Trust Intelligent Office to obtain client quotes

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.

Benefits of using quotes functionality

Using the quotes functionality within iO gives users additional benefits. Some of these include:

  • Achieves improved data accuracy, as the data is coming directly from the providers
  • Results of the quotes and KFIs can be shared with the client instantly and are automatically saved against a client record building a compliance record as you go
  • Ability to recommend multiple options, with iO recording the primary recommendations and any alternatives
  • Streamlined application process via iPipeline or Exweb 

See Quotes at glance:


About Intelligent Office

Intelligent Office offers the most tried and tested range of functionality available in the UK today, supported by an experienced UK based team.

Over 2,550+ of the UK’s leading advisory firms, with over £503 billion under advice, trust Intelligent Office to power their businesses and improve their bottom line. 

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