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 2,300 of the UK’s leading advisory firms, with over £379 billion under advice, trust Intelligent Office to power their businesses and improve their bottom line.
