The breadth of Avelo’s e-Services goes far beyond that of electronic quotations and applications.
Avelo provides a range of services which allow you to quickly, cost effectively and seamlessly plug your business into industry portals, provider systems and platforms – linking you to all major life offices, fund supermarkets and wrap platforms.
We also provide a series of smart e-Services which enable you to automate all the stuff that slows things down. They can remove significant cost from your business and reduce wasted effort and errors, allowing more time to be spent advising customers.
e-Valuations
Real-time automated valuation links to the broadest range of providers and platforms in the market place today. Allowing you to rapidly generate valuations for a plan, client, employer, scheme or a client group.
e-Tracking
Quickly and efficiently track the status and progress of your clients’ new business applications, regardless of whether the original quote/new business was submitted via a portal, the provider’s extranet or by a paper application.
e-Commissions
Allows you to automatically reconcile all commissions and fees. This unrivalled service significantly reduces administrative costs and increases accuracy.
e-Suitability
This unique and intuitive service helps you quickly make step-changes to your business and advice process by allowing you to produce high quality, personalised and compliant Suitability Reports within a matter of minutes.
We can help you get started
Our dedicated e-Business team have a huge amount of experience in help firms, large and small, to identify the benefits of e-Business services.
Contact us now to find out how we can help your firm achieve measureable and tangible business benefits.
e-Services
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We have experienced massive reductions in time and cost and are now almost twice as efficient over a five year period
Phil Thompson, Practice Manager
Lewis Chambers
I've just run the valuations for our largest group of 700 clients. E-Valuations completed this within an hour. It would have taken us at least a week to go through them all the old way!
Peter Simms, Facilities Co-ordinator
Birchwood Investment Management Ltd
Right from the start of the project, Avelo surprised us with the level of understanding they had of our business. With extremely tight project timescales, they delivered on time and to budget. We have been very impressed with their professional approach and can-do attitude especially when dealing with the inevitable snagging issues that always crop-up with projects
Dave Percy, Operations Director
Towry Law