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 2,500+ of the UK’s leading advisory firms, with over £395 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
© Intelliflo Ltd
We use cookies to operate this website and to improve its usability.
Full details of what cookies are, why we use them and how you can manage them can be found by reading our Cookies page.
Please note that by using this site you are consenting to the use of cookies.
