Supercharge Your Back-Office with AI
Provider Communication Automation for Financial Advice Firms
Automate Provider Communication. Stop Chasing. Speed Up Every Case. Stop spending hours chasing providers for updates. 4admin automates provider requests, follow-ups, and responses within a structured, auditable workflow, giving your team speed, clarity, and control without increasing admin risk.
Trusted by 150+ financial advice firms across the UK
Trusted by 150+ financial advice firms across the UK
From growing advice firms to enterprise operations, 4admin is used to manage provider communication with clear tracking, structured follow-ups, and audit-ready records.
Why Advice Firms Are Upgrading Provider Communication Processes
Advice firms manage constant provider interaction, yet many still rely on disconnected, manual processes.
Manual Provider Communication Drains Your Team
Firms spend hours chasing providers for policy updates, missing information, and approvals. Teams rely on emails, phone calls, and spreadsheets, which creates confusion, delays, and unnecessary stress.
As the volume of requests grows, small delays turn into major bottlenecks, slowing case progression and frustrating both staff and clients.
Automated Provider Communication Makes Your Workflow Effortless
4admin automates the entire provider communication process from initial outreach to follow-ups and confirmations.
It replaces manual admin tasks with a structured, automated workflow that ensures every provider request is tracked, followed up, and completed through a governed workflow without manual chasing.
Our Process
How Provider Communication Automation Works
Provider communication becomes organized, predictable, and fully visible.
Effortlessly connect with your favorite tools. Whether it's your CRM, email marketing platform.
Stage 1
Trigger a Provider Request
Create or trigger a request for policy details, valuations, confirmations, or updates.
Stage 1
Trigger a Provider Request
Create or trigger a request for policy details, valuations, confirmations, or updates.
Stage 1
Trigger a Provider Request
Create or trigger a request for policy details, valuations, confirmations, or updates.
Stage 2
Automated Provider Outreach
4admin sends structured, consistent messages to the provider automatically.
Stage 2
Automated Provider Outreach
4admin sends structured, consistent messages to the provider automatically.
Stage 2
Automated Provider Outreach
4admin sends structured, consistent messages to the provider automatically.
Stage 3
Intelligent Follow-Ups
Chasers and reminders are sent until the provider responds; no manual chasing.
Stage 3
Intelligent Follow-Ups
Chasers and reminders are sent until the provider responds; no manual chasing.
Stage 3
Intelligent Follow-Ups
Chasers and reminders are sent until the provider responds; no manual chasing.
Stage 4
Real-Time Status Tracking
See every request, response, and pending task in one dashboard.
Stage 4
Real-Time Status Tracking
See every request, response, and pending task in one dashboard.
Stage 4
Real-Time Status Tracking
See every request, response, and pending task in one dashboard.
Stage 5
Response Capture & Logging
Provider replies are recorded, timestamped, and stored for audit and compliance.
Stage 5
Response Capture & Logging
Provider replies are recorded, timestamped, and stored for audit and compliance.
Stage 5
Response Capture & Logging
Provider replies are recorded, timestamped, and stored for audit and compliance.
Stage 6
Sync with Your Workflow
Stage 6
Sync with Your Workflow
All provider updates automatically integrate into your case files or CRM.
Stage 6
Sync with Your Workflow
All provider updates automatically integrate into your case files or CRM.
What Automated Provider Communication Delivers
What Automated Provider Communication Delivers
What Automated Provider Communication Delivers
Automation transforms day-to-day operations and removes friction across every case.
Automation transforms day-to-day operations and removes friction across every case.
Faster Provider Responses
Structured requests and automated follow-ups reduce provider response times.
Faster Provider Responses
Structured requests and automated follow-ups reduce provider response times.
Faster Provider Responses
Structured requests and automated follow-ups reduce provider response times.
Dramatically Reduced Admin Load
Teams stop wasting hours drafting emails, calling providers, or checking inboxes.
Dramatically Reduced Admin Load
Teams stop wasting hours drafting emails, calling providers, or checking inboxes.
Dramatically Reduced Admin Load
Teams stop wasting hours drafting emails, calling providers, or checking inboxes.
Fewer Errors and Missed Updates
Clear tracking prevents missed updates and duplicated requests.
Fewer Errors and Missed Updates
Clear tracking prevents missed updates and duplicated requests.
Fewer Errors and Missed Updates
Clear tracking prevents missed updates and duplicated requests.
Full Visibility Across All Requests
Know exactly what’s pending, completed, or overdue.
Full Visibility Across All Requests
Know exactly what’s pending, completed, or overdue.
Full Visibility Across All Requests
Know exactly what’s pending, completed, or overdue.
Audit-Ready Communication Records
Every interaction is logged and easy to evidence.
Audit-Ready Communication Records
Every interaction is logged and easy to evidence.
Audit-Ready Communication Records
Every interaction is logged and easy to evidence.
Scales Without Adding Headcount
Handle more provider requests without adding pressure to your team.
Scales Without Adding Headcount
Handle more provider requests without adding pressure to your team.
Scales Without Adding Headcount
Handle more provider requests without adding pressure to your team.
Where Provider Communication Automation Makes the Biggest Impact
Provider communication automation supports the moments that slow firms down most.
Policy Information Requests
Collect missing or unclear policy details without repeated follow-ups.
Valuation Chasing
Trigger valuation requests and let automation handle the rest.
Letters of Authority Follow-Ups
Once authority is confirmed, automate requests for updates or documents.
Ongoing Case Updates
Track progress and ensure providers deliver required information on time.
Where Provider Communication Automation Makes the Biggest Impact
Provider communication automation supports the moments that slow firms down most.
Policy Information Requests
Collect missing or unclear policy details without repeated follow-ups.
Valuation Chasing
Trigger valuation requests and let automation handle the rest.
Letters of Authority Follow-Ups
Once authority is confirmed, automate requests for updates or documents.
Ongoing Case Updates
Track progress and ensure providers deliver required information on time.
Where Provider Communication Automation Makes the Biggest Impact
Provider communication automation supports the moments that slow firms down most.
Policy Information Requests
Collect missing or unclear policy details without repeated follow-ups.
Valuation Chasing
Trigger valuation requests and let automation handle the rest.
Letters of Authority Follow-Ups
Once authority is confirmed, automate requests for updates or documents.
Ongoing Case Updates
Track progress and ensure providers deliver required information on time.
How Financial Advice Firms Use Automated Communication
4admin automates provider communication across everyday advice workflows.
Provider Information Requests
Automate requests for policy details and missing information.
Provider Information Requests
Automate requests for policy details and missing information.
Provider Information Requests
Automate requests for policy details and missing information.
Provider Chasing & Follow-Ups
Send follow-ups automatically until providers respond.
Provider Chasing & Follow-Ups
Send follow-ups automatically until providers respond.
Provider Chasing & Follow-Ups
Send follow-ups automatically until providers respond.
Valuation Requests
Collect valuations faster with clear tracking.
Valuation Requests
Collect valuations faster with clear tracking.
Valuation Requests
Collect valuations faster with clear tracking.
Letters of Authority Communication
Manage provider responses once authority is in place.
Letters of Authority Communication
Manage provider responses once authority is in place.
Letters of Authority Communication
Manage provider responses once authority is in place.
Case Progress Visibility
Track all provider requests in one place
Case Progress Visibility
Track all provider requests in one place
Case Progress Visibility
Track all provider requests in one place
Scaling Provider Communication
Handle higher volumes without adding admin staff.
Scaling Provider Communication
Handle higher volumes without adding admin staff.
Scaling Provider Communication
Handle higher volumes without adding admin staff.
Proven Results from Advice Firms Like Yours
Proven Results from Advice Firms Like Yours
See how top firms cut bottlenecks, improved team capacity, and sped up their entire LoA workflow using 4Admin’s automation.
See how top firms cut bottlenecks, improved team capacity, and sped up their entire LoA workflow using 4Admin’s automation.
Advisers refocused on client reviews and calls instead of admin work
600+
LoAs processed
+42%
Faster Turnaround Times
£57.82
Saved Per Policy
Full-time LoA role redeployed to
higher value work
70%
Faster Processing
100 LoAs
Per month
120+
hours saved per month
Centralized LoA handling across multiple adviser teams
65%
Fast Processing
120+
Hours Saved/Month
70%
Loa/Week Capacity
Driving Operational Excellence in Financial Admin: Intuitive Support’s 4Admin Success Story
3–4×
Faster Case Completion
66%
Less Manual Data Entry
90+
Improved accuracy
Advisers refocused on client reviews and calls instead of admin work
600+
LoAs processed
+42%
Faster Turnaround Times
£57.82
Saved Per Policy
Full-time LoA role redeployed to
higher value work
70%
Faster Processing
100 LoAs
Per month
120+
hours saved per month
Centralized LoA handling across multiple adviser teams
65%
Fast Processing
120+
Hours Saved/Month
70%
Loa/Week Capacity
Driving Operational Excellence in Financial Admin: Intuitive Support’s 4Admin Success Story
3–4×
Faster Case Completion
66%
Less Manual Data Entry
90+
Improved accuracy
Advisers refocused on client reviews and calls instead of admin work
600+
LoAs processed
+42%
Faster Turnaround Times
£57.82
Saved Per Policy
Full-time LoA role redeployed to
higher value work
70%
Faster Processing
100 LoAs
Per month
120+
hours saved per month
Centralized LoA handling across multiple adviser teams
65%
Fast Processing
120+
Hours Saved/Month
70%
Loa/Week Capacity
Driving Operational Excellence in Financial Admin: Intuitive Support’s 4Admin Success Story
3–4×
Faster Case Completion
66%
Less Manual Data Entry
90+
Improved accuracy
Advisers refocused on client reviews and calls instead of admin work
600+
LoAs processed
+42%
Faster Turnaround Times
£57.82
Saved Per Policy
Full-time LoA role redeployed to
higher value work
70%
Faster Processing
100 LoAs
Per month
120+
hours saved per month
Centralized LoA handling across multiple adviser teams
65%
Fast Processing
120+
Hours Saved/Month
70%
Loa/Week Capacity
Driving Operational Excellence in Financial Admin: Intuitive Support’s 4Admin Success Story
3–4×
Faster Case Completion
66%
Less Manual Data Entry
90+
Improved accuracy
Advisers refocused on client reviews and calls instead of admin work
600+
LoAs processed
+42%
Faster Turnaround Times
£57.82
Saved Per Policy
Full-time LoA role redeployed to
higher value work
70%
Faster Processing
100 LoAs
Per month
120+
hours saved per month
Centralized LoA handling across multiple adviser teams
65%
Fast Processing
120+
Hours Saved/Month
70%
Loa/Week Capacity
Driving Operational Excellence in Financial Admin: Intuitive Support’s 4Admin Success Story
3–4×
Faster Case Completion
66%
Less Manual Data Entry
90+
Improved accuracy
Advisers refocused on client reviews and calls instead of admin work
600+
LoAs processed
+42%
Faster Turnaround Times
£57.82
Saved Per Policy
Full-time LoA role redeployed to
higher value work
70%
Faster Processing
100 LoAs
Per month
120+
hours saved per month
Centralized LoA handling across multiple adviser teams
65%
Fast Processing
120+
Hours Saved/Month
70%
Loa/Week Capacity
Driving Operational Excellence in Financial Admin: Intuitive Support’s 4Admin Success Story
3–4×
Faster Case Completion
66%
Less Manual Data Entry
90+
Improved accuracy
Advisers refocused on client reviews and calls instead of admin work
600+
LoAs processed
+42%
Faster Turnaround Times
£57.82
Saved Per Policy
Full-time LoA role redeployed to
higher value work
70%
Faster Processing
100 LoAs
Per month
120+
hours saved per month
Centralized LoA handling across multiple adviser teams
65%
Fast Processing
120+
Hours Saved/Month
70%
Loa/Week Capacity
Driving Operational Excellence in Financial Admin: Intuitive Support’s 4Admin Success Story
3–4×
Faster Case Completion
66%
Less Manual Data Entry
90+
Improved accuracy
Advisers refocused on client reviews and calls instead of admin work
600+
LoAs processed
+42%
Faster Turnaround Times
£57.82
Saved Per Policy
Full-time LoA role redeployed to
higher value work
70%
Faster Processing
100 LoAs
Per month
120+
hours saved per month
Centralized LoA handling across multiple adviser teams
65%
Fast Processing
120+
Hours Saved/Month
70%
Loa/Week Capacity
Driving Operational Excellence in Financial Admin: Intuitive Support’s 4Admin Success Story
3–4×
Faster Case Completion
66%
Less Manual Data Entry
90+
Improved accuracy
massively reduced our timescales
We have been so impressed with 4admin and it has massively reduced timescales with regards to how long a case is sat with our admin team. The team at 4admin are also so helpful, quick and go the extra mile to make any changes needed to streamline the process even further. I wouldn’t hesitate to recommend 4admin to anyone!
Frankie Hayes
Director @ First Service Financial
revolutionised our LOA process
The 4admin platform has revolutionized our LOA process. It has allowed our team to process a higher volume of LOAs daily, ensuring client cases progress swiftly and efficiently. By automating key steps and reducing manual data entry, the software accelerates the process and minimizes errors, improving accuracy and client satisfaction.
Joey Haimes
Trainee Financial Planner @ Frizzell Wealth Management
4admin has greatly increased our efficiency levels
4Admin has greatly increased our efficiency levels in collecting information for our client’s plans. The quick and easy way in which 4Admin summarises all plan information has allowed us to spend more time focusing on giving the best advice to our clients.
Stan Cape
Trainee Financial Planner @ Fortress Wealth Partnership
4admin has been easy to use for all
4Admin is the first AI tool we have introduced as a firm. We have found the collaborative nature of the company refreshing, and the tool has been easy for all to use. We look forward to continuing to benefit from the developments that this fast-improving resource is providing
Frances Kemp
Director of Business Services @ SG Wealth Management
massively reduced our timescales
4admin’s LOA tool has helped to streamline the process of collating and summarizing key information, which in turn is saving us time on a repetitive and lengthy process. Information is often buried within multiple pages and is presented in differing formats. Whilst it is still early days for AI, it will only get better from here, and this tool has been a positive start for us.
Debbie Condon
Director @ Intuitive Support Services
revolutionised our LOA process
4admin has been a life-saver for us. Having lost a junior paraplanner at the start of the year, our senior PP’s were spending more time on admin and data gathering than we’d like. The software allowed us to fill that gap without having to re-hire! We now supplement our technical administrators with the tool, which helps improve their accuracy and efficiency.
Naina Kingston
Director @ Vantage Admin
90 minutes to just 90 seconds
Working with 4admin has been a transformative experience for us. Their innovative tool has drastically reduced our first-level analysis time from 90 minutes to just 90 seconds. The time savings alone make this tool a no-brainer. We've been able to increase efficiency without needing additional headcount, and our staff appreciates not having to do manual data entry anymore!
Amy Harris
Head of Client Services @ Cavendish Ware
solution has significantly streamlined our workflow.
We are thrilled to share our positive experience with Arran. The solution has significantly streamlined our workflow. Arran’s dedication to understanding our needs and providing tailored support has been exceptional.
Robert McLeneghen
Paraplanner @ Intelligent Pensions
a major gamechanger for me
4admin has been a major gamechanger for me, shaving off on average 10-15 minutes off each front sheet that I do, meaning I have been able to double the amount of plan information packs that I am able to get through each week.
Ben Campion
Trainee Financial Planner @ Corinthian Wealth Management
increased both efficiency and overall productivity
The 4admin LOA program has increased both efficiency and the overall productivity of our admin team. so much that we have gone from having a full time LOA Administrator to now being able to cross train that individual to assist in other areas of the admin function."
Heather Wiltshire
Head of Client Support @ Canter Holland
massively reduced our timescales
We have been so impressed with 4admin and it has massively reduced timescales with regards to how long a case is sat with our admin team. The team at 4admin are also so helpful, quick and go the extra mile to make any changes needed to streamline the process even further. I wouldn’t hesitate to recommend 4admin to anyone!
Frankie Hayes
Director @ First Service Financial
revolutionised our LOA process
The 4admin platform has revolutionized our LOA process. It has allowed our team to process a higher volume of LOAs daily, ensuring client cases progress swiftly and efficiently. By automating key steps and reducing manual data entry, the software accelerates the process and minimizes errors, improving accuracy and client satisfaction.
Joey Haimes
Trainee Financial Planner @ Frizzell Wealth Management
4admin has greatly increased our efficiency levels
4Admin has greatly increased our efficiency levels in collecting information for our client’s plans. The quick and easy way in which 4Admin summarises all plan information has allowed us to spend more time focusing on giving the best advice to our clients.
Stan Cape
Trainee Financial Planner @ Fortress Wealth Partnership
4admin has been easy to use for all
4Admin is the first AI tool we have introduced as a firm. We have found the collaborative nature of the company refreshing, and the tool has been easy for all to use. We look forward to continuing to benefit from the developments that this fast-improving resource is providing
Frances Kemp
Director of Business Services @ SG Wealth Management
massively reduced our timescales
4admin’s LOA tool has helped to streamline the process of collating and summarizing key information, which in turn is saving us time on a repetitive and lengthy process. Information is often buried within multiple pages and is presented in differing formats. Whilst it is still early days for AI, it will only get better from here, and this tool has been a positive start for us.
Debbie Condon
Director @ Intuitive Support Services
revolutionised our LOA process
4admin has been a life-saver for us. Having lost a junior paraplanner at the start of the year, our senior PP’s were spending more time on admin and data gathering than we’d like. The software allowed us to fill that gap without having to re-hire! We now supplement our technical administrators with the tool, which helps improve their accuracy and efficiency.
Naina Kingston
Director @ Vantage Admin
90 minutes to just 90 seconds
Working with 4admin has been a transformative experience for us. Their innovative tool has drastically reduced our first-level analysis time from 90 minutes to just 90 seconds. The time savings alone make this tool a no-brainer. We've been able to increase efficiency without needing additional headcount, and our staff appreciates not having to do manual data entry anymore!
Amy Harris
Head of Client Services @ Cavendish Ware
solution has significantly streamlined our workflow.
We are thrilled to share our positive experience with Arran. The solution has significantly streamlined our workflow. Arran’s dedication to understanding our needs and providing tailored support has been exceptional.
Robert McLeneghen
Paraplanner @ Intelligent Pensions
a major gamechanger for me
4admin has been a major gamechanger for me, shaving off on average 10-15 minutes off each front sheet that I do, meaning I have been able to double the amount of plan information packs that I am able to get through each week.
Ben Campion
Trainee Financial Planner @ Corinthian Wealth Management
increased both efficiency and overall productivity
The 4admin LOA program has increased both efficiency and the overall productivity of our admin team. so much that we have gone from having a full time LOA Administrator to now being able to cross train that individual to assist in other areas of the admin function."
Heather Wiltshire
Head of Client Support @ Canter Holland
massively reduced our timescales
We have been so impressed with 4admin and it has massively reduced timescales with regards to how long a case is sat with our admin team. The team at 4admin are also so helpful, quick and go the extra mile to make any changes needed to streamline the process even further. I wouldn’t hesitate to recommend 4admin to anyone!
Frankie Hayes
Director @ First Service Financial
revolutionised our LOA process
The 4admin platform has revolutionized our LOA process. It has allowed our team to process a higher volume of LOAs daily, ensuring client cases progress swiftly and efficiently. By automating key steps and reducing manual data entry, the software accelerates the process and minimizes errors, improving accuracy and client satisfaction.
Joey Haimes
Trainee Financial Planner @ Frizzell Wealth Management
4admin has greatly increased our efficiency levels
4Admin has greatly increased our efficiency levels in collecting information for our client’s plans. The quick and easy way in which 4Admin summarises all plan information has allowed us to spend more time focusing on giving the best advice to our clients.
Stan Cape
Trainee Financial Planner @ Fortress Wealth Partnership
4admin has been easy to use for all
4Admin is the first AI tool we have introduced as a firm. We have found the collaborative nature of the company refreshing, and the tool has been easy for all to use. We look forward to continuing to benefit from the developments that this fast-improving resource is providing
Frances Kemp
Director of Business Services @ SG Wealth Management
massively reduced our timescales
4admin’s LOA tool has helped to streamline the process of collating and summarizing key information, which in turn is saving us time on a repetitive and lengthy process. Information is often buried within multiple pages and is presented in differing formats. Whilst it is still early days for AI, it will only get better from here, and this tool has been a positive start for us.
Debbie Condon
Director @ Intuitive Support Services
revolutionised our LOA process
4admin has been a life-saver for us. Having lost a junior paraplanner at the start of the year, our senior PP’s were spending more time on admin and data gathering than we’d like. The software allowed us to fill that gap without having to re-hire! We now supplement our technical administrators with the tool, which helps improve their accuracy and efficiency.
Naina Kingston
Director @ Vantage Admin
90 minutes to just 90 seconds
Working with 4admin has been a transformative experience for us. Their innovative tool has drastically reduced our first-level analysis time from 90 minutes to just 90 seconds. The time savings alone make this tool a no-brainer. We've been able to increase efficiency without needing additional headcount, and our staff appreciates not having to do manual data entry anymore!
Amy Harris
Head of Client Services @ Cavendish Ware
solution has significantly streamlined our workflow.
We are thrilled to share our positive experience with Arran. The solution has significantly streamlined our workflow. Arran’s dedication to understanding our needs and providing tailored support has been exceptional.
Robert McLeneghen
Paraplanner @ Intelligent Pensions
a major gamechanger for me
4admin has been a major gamechanger for me, shaving off on average 10-15 minutes off each front sheet that I do, meaning I have been able to double the amount of plan information packs that I am able to get through each week.
Ben Campion
Trainee Financial Planner @ Corinthian Wealth Management
increased both efficiency and overall productivity
The 4admin LOA program has increased both efficiency and the overall productivity of our admin team. so much that we have gone from having a full time LOA Administrator to now being able to cross train that individual to assist in other areas of the admin function."
Heather Wiltshire
Head of Client Support @ Canter Holland
revolutionised our LOA process
4admin has been a life-saver for us. Having lost a junior paraplanner at the start of the year, our senior PP’s were spending more time on admin and data gathering than we’d like. The software allowed us to fill that gap without having to re-hire! We now supplement our technical administrators with the tool, which helps improve their accuracy and efficiency.
Naina Kingston
Director @ Vantage Admin
90 minutes to just 90 seconds
Working with 4admin has been a transformative experience for us. Their innovative tool has drastically reduced our first-level analysis time from 90 minutes to just 90 seconds. The time savings alone make this tool a no-brainer. We've been able to increase efficiency without needing additional headcount, and our staff appreciates not having to do manual data entry anymore!
Amy Harris
Head of Client Services @ Cavendish Ware
solution has significantly streamlined our workflow.
We are thrilled to share our positive experience with Arran. The solution has significantly streamlined our workflow. Arran’s dedication to understanding our needs and providing tailored support has been exceptional.
Robert McLeneghen
Paraplanner @ Intelligent Pensions
a major gamechanger for me
4admin has been a major gamechanger for me, shaving off on average 10-15 minutes off each front sheet that I do, meaning I have been able to double the amount of plan information packs that I am able to get through each week.
Ben Campion
Trainee Financial Planner @ Corinthian Wealth Management
increased both efficiency and overall productivity
The 4admin LOA program has increased both efficiency and the overall productivity of our admin team. so much that we have gone from having a full time LOA Administrator to now being able to cross train that individual to assist in other areas of the admin function."
Heather Wiltshire
Head of Client Support @ Canter Holland
x
Process automated
x
Process automated
x
Process automated
+
Firms onboarded
+
Firms onboarded
+
Firms onboarded
+
Hours saved
+
Hours saved
+
Hours saved
Data Integrity
Growth
LoAs
Operations
Automation
Faster workflow
Ready to simplify provider communication?
See how 4admin automates provider requests and follow-ups, giving your team faster responses and full visibility without manual chasing.
Ready to simplify provider communication?
See how 4admin automates provider requests and follow-ups, giving your team faster responses and full visibility without manual chasing.
Ready to simplify provider communication?
See how 4admin automates provider requests and follow-ups, giving your team faster responses and full visibility without manual chasing.
Frequently Asked Questions
Frequently Asked Questions
If you have any other questions, please don't hesitate to contact us at support@4admin.co.uk.
If you have any other questions, please don't hesitate to contact us at support@4admin.co.uk.