Intelliflo - Online adviser software

Intelliflo training academy

Our comprehensive range of training solutions will help you get the most from Intelligent Office.

 

However and wherever you prefer to learn, we've got a course to suit you:

  • eLearning academy – FREE self-guided, self-paced online training with tests to ensure understanding
  • Trainer-led face to face, classroom-based training at our office or yours
  • Trainer-led interactive, online training on scheduled dates and times run through ‘Go to Meeting’ technology
  • Webinars – FREE non-interactive webinars to view at your convenience

eLearning academy

Our new and fully interactive service enables you to access a self-guided, self-paced online training course covering everything you need to get the most out of Intelligent Office. Accessible through any device*, this service features the same content available through our face-to-face classroom-based training and allows you to dip in and out of training sessions as and when it suits you.

Free cyber security eLearning course

We are delighted to announce that we have launched a free cyber security eLearning course for all users of Intelligent Office. The course is aimed to help raise awareness of cyber security and the threat that it poses to your business.

The course contains case studies and feedback designed to help you and your firm be better positioned to keep your data secure.

Click to access eLearning 

Live and online

Our live and online courses start from just £100 + VAT, giving you the flexibility to fit them in wherever and whatever time suits you. So whether you’re new to Intelligent Office (iO) or looking to expand your knowledge that bit further, we have the course for you – all delivered by team of experts with a collective 145 years of financial services and training experience combined.

*Where internet access is available.

Introduction to iO - wealth management

Course includes:

  • Basic system navigation
  • Adding leads
  • Adding clients
  • Generating a fact find
  • Adding existing plans
  • Managing documents
  • Obtaining quotes, introduction to life cycles
  • Adding plans and fees
  • Client servicing
  • MI reports

Click here to book now
Introduction to iO - mortgages and protection

Course includes:

  • Understanding the layout and navigation of Intelligent Office
  • Adding a lead or a client’s details into Intelligent Office
  • Generating, focusing and creating a PDF fact find
  • Uploading, scanning and managing documents
  • Adding plans and fees
  • Adding tasks and workflow
  • Exporting data via MI reports
  • Adding individual fee/process fees, using fee models and generating invoices
  • Obtaining protection quotations and add new business (including amending commission and fee expectations)
  • Integrating with mortgage sourcing tools such as Trigold or Mortgage Brain
  • Adding new business plans for mortgage and protection

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Introduction to iO - employee benefits

Course includes:

  • Basic system navigation
  • Adding leads
  • Adding clients
  • Relating employees to their employer
  • Generating a Corporate fact find
  • Generating a Personal fact find
  • Adding existing plans
  • Managing documents
  • Introduction to life cycles and managing new business
  • Adding schemes and fees
  • Bulk uploading scheme members
  • Client servicing
  • MI reports

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Configuration

How to configure iO to suit your business

Course includes:

  • User configuration & permissions
  • Fact find customisation
  • Configuring marketing campaigns
  • Configuring leads and opportunities
  • Outlook Integration
  • Setting up valuations
  • Setting up tasks and workflow
  • Life Cycle Designer
  • Adviser charging set up
  • Client communication and marketing
  • Personal Finance Portal (PFP) set up

Click here to book now
Document Designer

Using iO's Document Designer tool

Course includes:

  • Creating basic templates
  • Creating snippets
  • Creating invoices
  • Multiple policy templates
  • Creating suitability templates

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Income

Processing income with iO

Course includes:

  • Processing and matching fees/commissions manually and with EDI statements
  • Cash received processing
  • Month ends
  • Bandings and splits
  • Setting up adviser charging fees and models
  • Reporting
  • Introducer set up

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Compliance

Using iO’s compliance module

Course includes:

  • Configuring Life Cycles
  • Adviser risk ratings
  • File check set up
  • Service cases
  • Pre and post-sale file checking
  • Complaints
  • Breaches
  • Qualifications and CPD
  • Tasks and workflow
  • MI reporting

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Bespoke training

A one day course tailored to your needs

After discussing your requirements we will agree with you a bespoke agenda to cover the subject areas of iO you need further training on. One of our experienced training consultants will then deliver the agreed training at your offices.


Click here to book now
If you would like to book a course, call us on 0203 814 2854, selecting option 2 or complete the form below

Where to find our training venues


Kingston upon Thames (Head Office)


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Intelliflo Limited,
Third Floor,
Drapers Court,
Kingston Hall Road,
Kingston upon Thames
KT1 2BQ

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Free access to our extensive range of webinars and training videos

Free access to our extensive range of webinars and training videos

Once you’ve signed up to iO, you’ll have access to our extensive range of FREE webinars and pre-recorded videos through the Intelliflo Webinar Academy, so you can be sure that you’ll have a wealth of reference material at your fingertips when and wherever you need it.

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