Acre, the innovative all-in-one intermediaries platform, has been selected by Intrinsic House, a protection-only firm specialising in life insurance, income protection and critical illness, to help speed up policy decision times, improve client service, and save time and money in its day-to-day operations.
The use of Acre technology by Intrinsic House represents the platform’s expansion into the protection market, in addition to its rapidly growing presence in the mortgage market.
Acre digitises the entire advice journey to protection coverage for Intrinsic House brokers. The platform’s embedded tools - such as its client portal, budget planner, and automated compliance documentation - integrate directly with quoting, so that everything is always in one place. Intrinsic House brokers’ use of Acre means they can now reduce time spent collecting data and doing repetitive paperwork, and deliver greater value to customers looking for protection advice.
Acre pulls data from ONS based on the covered lives and household composition, to provide an instant starting point for the budget planner and gap analysis. If the client previously received mortgage advice from a broker using Acre, information will flow through to the protection case avoiding re-keying.
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.”
To find out more about how Acre can support those in protection and insurance, book your demo today.