Acre will digitise the entire advice journey to protection coverage for Intrinsic House brokers using embedded tools such as a client portal, budget planner, and automated compliance documentation. These features also integrate directly with quoting, and the platform pulls ONS data to provide an accurate starting point for budget planning.
Gioi Tran, Intrinsic House founder and independent financial advisor, said:
“At Intrinsic we strive to meet the unique needs of each customer by offering a transparent, efficient and professional service. The use of Acre’s technology means our team can work faster and more efficiently to get customers the cover they need, while making our lives easier and lightening the repetitive workload. Our business operates in a digital world and we need to keep in step with that. The use of Acre helps modernise the way we do think with the help of features like the client portal which keeps customers informed throughout.”
Justus Brown, founder and CEO of Acre, said:
“We exist to help customers get the advice they need and to help advisors grow their business. Protection, like mortgages, is a multi-step, paperwork-heavy journey that can be slow at getting the right decision for the customer. Our platform brings every aspect of the process into one place and automates it - all with the aim of cutting out all the fuss. It is why companies like Intrinsic House are turning to us - to save time, money and provide better outcomes with a superior customer experience.”
