AdviserLogic users can now perform instant Life Risk quotations and comparisons across all products and major insurers. Advisers are able to analyse products side by side and then utilise data in their choice of standard or custom SoAs.
Omnium Product and Account Manager, Trishanth Chandrahasan says "We have many advisers, especially Risk advisers who rely on our mobile and online systems, but feel limited because we aren’t connected with a planner specific CRM and SOA tool. Now, with the AdviserLogic integration, we can fully meet risk advisers’ needs, so they won’t have to double enter any data when using technology to complete the advice process".
"At AdviserLogic, we have always believed in providing best of breed solutions to our clients. We analysed Omnium Risk Research for several months and found them to be highly innovative from both actuarial and technological perspectives. It was clear that our users would benefit significantly from a seamless integration with Omnium to improve efficiency when managing the risk insurance advice process for their clients. After initial adviser trials, we have received very encouraging feedback for the resulting RiskLogic module", says Daniel Gara, AdviserLogic Product Manager.
AdviserLogic is a web-based financial planning application that incorporates a planner-centric CRM with Client Fact Find, Portfolio Management, Risk Insurance, Cash Flow Modelling, and SOA production modules.
Omnium is a specialised Life Risk research and technology company servicing financial planners with advanced online and mobile Life Risk premiums illustrator and research tools.
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