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INSIGHT BACK UP IMAGE – Events

Published on

Protection Policies added to our integration with Intelliflo Office

Our 2-way integration with Intelliflo Office helps reduce the need for you to manually key client information into both of your accounts. We are therefore very pleased to announce that the integration now includes Protection Policies, meaning in total you can exchange:

  • Personal information
  • Contact methods
  • Addresses
  • Protection Policies
  • Investments
  • Pensions
  • Assets
  • Liabilities
  • Incomes
  • Expenses

This latest development will therefore reduce the need for you to manually key client information even further. With us, you can onboard your clients remotely and invite them to complete a full fact find, before exporting their information into your Intelliflo Office account. You can also import into CashCalc any information (including Protection Policies) which currently exists within your back-office.

Ever since the 2-way integration was initially launched in 2018, we have continually improved what information you can exchange and how you can exchange it. These improvements are largely thanks to the ideas and feedback provided by you – which include the addition of Protection Policies – so a big thank you from us.

Login to integrate your account >

If you have yet to integrate your CashCalc and Intelliflo Office accounts, please watch the video below to discover how. You can also click here to find out how to export clients and their information from CashCalc to Intelliflo Office, as well as import clients and their information from Intelliflo Office to CashCalc.