One client record. Every product line.
Intella is the CRM an advice business runs on. Families and clients, pipeline, advice processes, policies, loans and claims sit in one record, so the work moves forward without being retyped.
Whitaker family
The advice process
Every file follows the same path
Each stage carries its own checklist, documents and record, so a file can be picked up by anyone on the team and still stand up to review.
01
Fact find
02
Advice
03
Application
04
Underwriting
05
Complete
What's in the platform
The whole business, not just a contact list
Families & clients
One record per family, with relationships, dependants and history in place.
Pipeline
Every opportunity by stage, with the next action visible on the card.
Advice processes
Fact find to completion, with the checks each stage requires.
Policies & cover
Providers, premiums, benefits and renewal dates against the client.
Loans & lenders
Structures, rates and fixed-rate rollovers, with lender detail alongside.
Claims
Claim progress tracked on the same file as the cover it belongs to.
Documents
Scope of engagement, statements of advice and letters generated from the record.
Tasks & team
Work assigned across advisers and support staff, with nothing sitting in an inbox.
Reporting
Business performance by adviser, product line and stage.
Client portal
Your clients have a login too
Clients get their own secure dashboard: upload personal and confidential documents, see what is still needed, and follow where their application is up to without emailing to ask.
- Secure upload for ID, statements and personal information
- An outstanding-items list, so clients know what is next
- Progress on their advice process and application
- Everything lands straight on the adviser's client record
- White-labelled, so it carries your brand
Your home loan
Connected
Fewer places to keep up to date
The record is the single source. Documents, communications and compliance evidence are generated from it rather than kept beside it.
- Email matched to the right client, whatever address it comes from
- Data extracted from statements and policy schedules
- Documents drafted from the client record, not a blank template
- Adviser app for meetings away from the desk
Group data flowing without double entry.
Policy and loan data updated at the source.
Runs in a controlled environment. Data stays onshore.
Migration
Bring your history with you
We move client records, policies and loan data from your current system, with AI-assisted checking so gaps surface before you go live.
See it on your own client data
A 30-minute walkthrough shaped around how your business runs.