Practical material for running an advice business
Guides, product updates and sessions with advisers on how the work actually gets done.
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Guide
Every email on the right client file, without lifting a finger
Intella files client email automatically, and uses AI to sort the messages that don't match, so your record keeping takes care of itself.
Guide
From advice to signature in one step
Send your Scope of Engagement or Statement of Advice for e-signing straight from the advice process, and watch the signatures come back in real time.
Guide
Meet Stella, your meeting notes done for you
Stella Notetaker turns your client video meetings into a summary and action items, ready to file once you've checked them.
Guide
From Quotemonster to recommendation in one click
Pull your Quotemonster quote, or any provider's quote PDF, straight into your insurance recommendation. No re-keying required.
Guide
Stop re-typing policy schedules
Drop in a client's existing policy documents and Intella fills in their current cover for you to check.
Guide
Never miss a refix, review or renewal
Intella's dashboard shows you what needs doing before it becomes a problem, so you can look after clients proactively.
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One email a month, no filler
Product updates and the occasional guide, written for people running advice businesses.
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A 30-minute walkthrough on your own client data.