Intelliflo Integration Guide

This guide explains what happens when you push policy data to Intelliflo from 4admin. For setup, see CRM Integrations.

What gets pushed

Plan data

4admin field	Intelliflo field	Notes
Plan Number	Policy Number	Shown in the plan summary
Start Date	Starts On	Plan start date
Plan Value	Latest Valuation (Amount)	Pushed with the valuation date
Valuation Date	Valued On	Date of the valuation
Transfer Value	Surrender/Transfer Value	Only if found in the document
Agency status	Advice status	Chosen during the push

Fund holdings

Only funds with a valid ISIN or SEDOL can be pushed, because Intelliflo matches them against its own fund database. If a fund lacks a code, add it in the fund details drawer in 4admin before pushing. Holdings also need a valuation date.

Data	Intelliflo location	Notes
Fund name	Holdings tab	Matched by ISIN, or SEDOL if no ISIN
Number of units	Unit holding	As at the valuation date
Unit price	Current price	Taken from Intelliflo's pricing data

Contributions

Contributions are grouped by amount and type, and 4admin works out the frequency from the payment dates.

4admin type	Intelliflo contributor	Intelliflo type
Employee / Member	Self	Regular
Employer	Employer	Regular
Lump Sum	Other	Lump Sum
Transfer In	Self	Transfer
Rebate	Other	Rebate

Frequencies detected: Weekly, Fortnightly, Four-weekly, Monthly, Quarterly, Half-yearly, Annually. A single payment is pushed as Single.

Withdrawals

If the analysis has withdrawal details, they are pushed as withdrawal records (regular, lump sum or transfer, with pension drawdown subtypes where relevant). The Withdrawals toggle controls this.

Documents

Up to four documents are uploaded to the plan, each tagged with the document category and subcategory set in Configure CRM:

1. Uploaded policy document(s): the original document(s) you analysed
2. Checklist (Word): the extracted values, with page references if you keep page numbers on
3. Checklist (Excel): the same data as a spreadsheet
4. 4admin Call Summary: only when the analysis includes calls made through 4admin

You choose Word, Excel or both on the push page. When both are sent, the titles get a "(Word)" and "(Excel)" suffix.

The push process

Step 1: Sign in to Intelliflo

Click Push to with the Intelliflo logo on the policy. A new tab opens asking you to sign in to Intelliflo. If nothing opens, allow popups for 4admin.app and try again.

Step 2: Find the client

Use Search by client name or Search by ID / Ref and press Enter. Results show the client, reference number, current adviser and creation date. Select the correct client.

Step 3: Select or create a plan

Under Select Plan, either pick an existing plan to update, or choose New plan and fill in:

• Select Adviser
• Select Provider (hover for the provider 4admin detected in the document)
• Select Plan Type (hover for the type 4admin detected)
• Select Service Case (optional)
• Select Lifecycle (pre-selected to Pre-existing)

When you update an existing plan, 4admin shows the values already in Intelliflo next to a warning icon (for example Latest valuation: £… on …) and links to Click to check existing contributions and Click to check existing holdings, so you can avoid duplicates.

Step 4: Choose the agency status

Under Select agency status pick one of:

• Not Under Agency (the usual choice)
• Under Agency - Servicing Agent
• Under Agency - Information Only

Step 5: Choose what to push

Each item has a toggle:

• Valuation: plan value, valuation date and transfer value together
• Start Date
• Plan Number
• N funds: hover to see which funds have codes and will be pushed
• Contributions
• Withdrawals

A toggle that is greyed out with a warning icon means 4admin couldn't read that value in a valid format. Correct it on the policy and push again if you need it.

Step 6: Name your documents

• Uploaded policy document(s): title for the original document
• Generated checklist document: tick Word, Excel or both, and use the Page numbers switch to include or exclude page citations

Names are pre-filled from your file naming templates.

Step 7: Push

Click Push data. When it finishes you'll see You're all done! with a summary of what landed and an Open in Intelliflo button.

What appears in Intelliflo

• Plan summary: plan number, start date, latest valuation with date, transfer value, agency status
• Holdings tab: each fund with units and Intelliflo's current price
• Contributions tab: records grouped by type with the detected frequency and start and end dates
• Documents: the policy document, Word and/or Excel checklist, and the call summary if applicable

Tips

1. Check ISIN and SEDOL codes in the fund details drawer before pushing. Funds without codes are skipped.
2. Review the existing plan first if you're updating one, to avoid duplicate contributions or holdings.
3. Set your document category and subcategory in Configure CRM before the first push.
4. Use descriptive document names. The defaults include provider and plan number.

Troubleshooting

• "Popup blocked": allow popups for 4admin.app in your browser settings.
• "Session expired": your Intelliflo session timed out. Close the tab and click Push to Intelliflo again.
• Funds not appearing: the funds need a valid ISIN or SEDOL and the policy needs a valuation date.
• Contributions not appearing: check the contribution details drawer on the policy in 4admin. If it's empty, nothing was extracted.
• Wrong client: search again with the full name, or use Search by ID / Ref.