Zurich joins forces with IntelliFlo

The service, available to users of Intelligent Office, gives all clients instant access to the tool without the need for user intervention. This removes the need for the adviser to manually update each terminal within their organisation. Intelligent Office offers a range of front and back office features to its users, including full fact find; research tools; suitability letters; client management; workflow visualisation; compliance; risk-based file checking; automated reconciliation, commissions and payment. In addition, as it is entirely web-based, updates can be rolled out instantly ...