Providing the very best advice, quickly and cost efficiently
The widest product coverage in the market ensures your clients get the very best advice – fully documented and ready to audit.
With Avelo, your reputation is in safe hands. We help you delivery compliant advice while reducing the cost of doing so.
Creating more time for advice
We can all relate to the need to create more time for advisers to spend advising customers.
We can help automate all the stuff that slows things down - from task allocation to the creation and management of compliance documents. We also:
- Remove data re-keying from quotes to applications
- Provide the option to Apply online immediately using both provider extranets and electronic application forms.
- Eliminate errors and avoid having to re-work documents by pre-populating application forms with quote data and submit it electronically - this is a proven time and money saving features and can dramatically improve customer service.
You’re in control
Use the Avelo Exchange Portal the way you want – whether that’s using our screens or whether you want full control via our web services, allowing you to customise the look and feel and the way in which quotes are displayed.
Choosing to use our screens means you have access to a range of pre-configured versions to support IFAs, tied advisers, mortgage brokers, call centres and administrators. Using simple to use navigation tools, you can also choose to run whole of market and/or restricted choice panels.
You’re fully supported
We don’t just leave you to it though! - our experienced training, support and integration teams are with you all the way and ensure you’re up and running as fast as possible, as well helping you with any ongoing needs.