It is far cleverer!

ATEB suitability is an intelligent suitability letter / report generator. It combines the tried and tested suitability templates written by ATEB Business Solutions Ltd with the Intelledox intelligent document creation software.

ATEB’s suitability templates have been developed over many years and have been subject to numerous regulatory inspections, from which they have emerged with flying colours and are in line with the guidance issued by the FSA. They are designed to be comprehensive, yet easy to read and avoid jargon wherever possible, using appendices for definitions and supporting information.

We use the term ‘intelligent’ because the process is an interactive one. The Intelledox software allows users to answer various questions and depending on the answers to those questions, subsequent questions may change. For example, if you answer ‘Yes’ to ‘Is critical illness included on the policy’, then you are prompted for further information about critical illness; conversely, if you answered ‘No’, you are prompted to explain why not.

Please take the Product Tour to find out more.