4admin

[jim.farrell]

Integration overview

We are pleased to share the news that a new third party integration is now available for Xplan users. 

This is a standard integration which means that it was built by the third party to connect to your Xplan site via the standard integration template.  Iress does not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.

Integration summary

Automate scheme analysis

Software type: Adviser Efficiency / Automation / AI

Locale(s):  UK

Contact details for integrator: 

For general enquires, email support@4admin.co.uk

For help and support, email support@4admin.co.uk

Website for integrator:www.4admin.co.uk

Description provided by the integrator:

4admin is an AI-powered system streamlining the LoA process by automating time-consuming tasks, such as; screening countless pages of product-level paperwork, generating policy summary sheets, additional information requests via email or phone, transcribing filenotes and even updating Xplan. Now you can slash time spent on repetitive LoA tasks, simply upload a policy pack to 4admin, summarise it, clarify what's missing and move the data to Xplan in seconds.
It's important to note that 4admin only uses UK-based servers and AI deployments

Please visit www.4admin.co.uk to watch our introductory demo. 

IMPORTANT NOTE - This integration is not currently available for people on multi-tenanted sites. If you are unsure if this applies to you, speak to your local site administrator.