Happy New Year Plannr folks!

Great news to start your Monday with. The talented gang at 4admin have released their fantastic integration with us and it’s well worth a look 👀

The dreaded Letter of Authority process often feels like wading through quicksand: slow, messy, and just plain frustrating

While some are making it quicker to receive provider information, 4admin are taking things to the next level!

Think about the hours spent trawling through pages of policy information only to find 50% of what you need isn't there, sending out additional information requests, manually re-typing the same data from one document to a checklist and then inputting it into the CRM

Now imagine using AI-driven tech to analyse, process and follow up on Provider Packs automatically. No more sifting through pages of info. No more re-keying of data from one place to another. No more lengthy turnarounds for clients

4admin saves up to 86% time analysing and processing Provider Packs, currently helping 100+ clients from one-man-bands to enterprise firms re-allocate this time towards improving client service!

Note: The team at 4admin have created some resources for the Plannr community, including “Real-World Case Studies” and their guide “Artificial Intelligence: Transforming the Financial Advice Back-Office”. Book a call with Co-Founder Arran here to get a live demo of 4admin, the Plannr integration and receive those resources into your inbox

Data Protection

Unlike most AI providers, 4admin is committed to;

Zero Data retention - after one-off analysis all data is wiped from their servers.

Never using your client’s data to train their AI.

Key Features

A human-in-the-loop approach, ensuring your team’s knowledge stays front and centre.

A seamless integration, moving data and documents onto Plannr at the click of a button.

A Pay-As-You-Go pricing structure, matching costs to the seasons in your business.

Automated emails, a hands-off way to create additional info requests immediately.

Book a call with Co-Founder Arran here to get a live demo of 4admin, the Plannr integration and receive these resources into your inbox now.

As usual our support helpdesk has a guide to get you started.