With no lock-in contracts, you can upgrade, downgrade or cancel whenever you want. We offer a FREE onboarding & data migration service for all IFAs.
If you are a Licensee Group please contact a.i. here
AUD / month / user
(Ex GST)
Ideal for:
Support admin
Features Included.
AUD / month / user
(Ex. GST)
Ideal for:
Insurance advisers
Features included.
AUD / month / user
(Ex. GST)
Ideal for:
Advisers & Paraplanners
Features included.
AUD / month / user
(Ex. GST)
Ideal for:
Advisers
Features included.
a.i.'s Onboarding, Data Migration & Support Specialists will ensure a smooth transition onto the a.i software.
We provide this as a FREE service.
a.i. will ensure that every aspect of your setup is taken care of by one of our dedicated Onboarding Specialists. Our team will take the time to get to know you and your business and provide a personalised onboarding and training program.
Your setup includes:
Our Data Migration Specialists will migrate, cleanse, and test your data from your incumbent software provider. Dependent on the size of your licensee or practice, this can take 2-4 weeks.
a.i supports data from various platforms and the following data formats.
Platforms:
Our Product Support specialists are available during business hours via chat, email, or phone. The team are highly qualified advice & software experts and they'll help resolve your queries in a jiffy.
You get 24/7 access to the a.i Help Menu and a.i. Academy. Here you’ll find videos, tips & FAQs, including our real-time, in-built ‘search guide’ and 'walk thru' – you’ll be an a.i. expert in no time.
We also run weekly online training sessions to help you get up to speed - simply click to book online.