After ATEB suitability's integration with Intelligent Office has been set up, on the 'Getting Started' page, in the 'Report Details' tab, under the question, 'Please select which advice areas you wish to include in this report:', the option of 'Protection Advice' should be selected. 



It is now possible to bring through Intelligent Office data for both New and Existing Protection plans.


Existing Plans:


To show Existing plans, in the 'Protection Advice' page at the top, under the question 'Please indicate the Protection Advice basis:', either of the two answers will need to be selected:

1) Existing policy review only

2) Existing policy review leading to a new policy recommendation


If the Suitability application has been accessed via iO, and Mortgage Plans exist in iO for this client, in the 'Existing Plans' tab in the 'Protection Advice' page there will be all of the existing plans appearing in the repeating section.


It is possible to add and remove the existing plans as per the section add and minus buttons as usual.


The screen shot below show an example of plan data being automatically entered in the Suitability application for all the Existing plans:




New Plans:


To show New plans, in the 'Protection Advice' page at the top, under the question 'Please indicate the Protection Advice basis:', either of the two answers will need to be selected:

1) New policy recommendation only

2) Existing policy review leading to a new policy recommendation


If the Suitability application has been accessed via Intelligent Office, and New Protection Plans exist in iO for this client, on the Existing Protection Plans page there will be two (new) questions at the top of the section.


The first question is 'Use iO Plan Data?', which is automatically defaulted to 'Yes' (if this is answered 'No', then the user will be able to complete the plan as normal with no plan details pulling through). 


The second is a question is 'Select iO Plan'; this is a drop down question where the user will select the relevant plan from iO.



The answers in this drop down are taken from the linked iO account and are formatted in the following way: Provider, Plan Type and Product Name. All this information displaying about the plan will make it easier to distinguish which plan to select.


Once the Plan has been selected, the information from Intelligent Office will automatically be entered into the Wizard as plan details.


The screen shot below show an example of plan data being automatically entered in the Suitability application for a New plan: