Chasing signatures is one of the slowest parts of giving advice. Printing, scanning and emailing PDFs back and forth delays the client and leaves gaps in your file. With Intella, signing is part of the advice process itself.
How it works
- Generate your document. Your Scope of Engagement or Statement of Advice is built from the fact find, in your branding.
- Send it for signing. Choose Send to clients via email. Every policyholder gets their own secure, single-use link in a branded email.
- Track signatures live. The process updates as each client signs, so you always know who you're waiting on.
Built for compliance
- The client signs the final version. Sending locks the document, so it can't change after it leaves you.
- Your signature is checked first. Intella warns you if your adviser signature isn't on file before anything goes out.
- Consistent wording across the firm. Lock an approved template version so every adviser issues the same documents.
Faster sign-off for your clients, and a cleaner file for you.
