Adviser > Your business > Technology > Registration and accessing clients details
Registration and accessing clients details
Users of IntelliFlo’s Intelligent Office software are able to get instant valuations for our pensions and bonds.
Registration / Accessing clients details.
In order to access your Scottish Life clients policy details via Intelligent office you must first be registered for Scottish Lifes Online Services. This will also provide you with access to our secure extranet service with quotations, client details and policy servicing functionality.
You will also need to have a Unipass certificate attached to your Online Service Account. A Unipass certificate is available via the Unipass website.
You can register at our Registration for Financial Advisers
Please ensure that you connect your account to your unipass certificate at registration.
The registration process usually takes less than 2 business days to set up access to all of your clients policies.
Once the process has been completed, you will be able to use your unipass certificate to access your clients details.
To access the details of a Scottish Life client via the Intelligent Office system the clients details and in particular the policy number should be inputted into the system.
Ongoing support
Once you’re up and running, our Web Support team are only an email or phone call away if you have any problems or questions.
Call them on 0845 60 50 401 or email them at websupport@scottishlife.co.uk
For professional advisers only
