Data & CRM
OmniBroker
Central to our service range is OmniBroker, our online client focused policy information tool. The system is delivered free of charge to Financial Brokers in a joint venture with all the leading Life Offices and in partnership with The Professional Insurance Brokers Association (PIBA). It provides the Intermediary with live client and client policy details in one single client view. We are currently delivering OmniBroker to over 1500 Financial Broker firms and it is probably no exaggeration to say that its introduction has been the greatest technological innovation in the Financial Broker market for many years.
OmniBrokerPlus
Build on the success of OmniBroker we announced the arrival of OmniBrokerPlus in September 2011. For a modest additional fee the Financial Broker can avail of a wide range of additional functionality which solves the real challenges that a brokerage faces in the areas of Compliance, Client Communication and Workflow management among others. The system is designed to help the Financial Broker reduce time spent bogged down in administration. It incorporates highly intuitive communication tools so that the broker can easily do what is most appreciated by the client. OmniBrokerPlus is the right choice for the broker who wants to spend more time with their clients. The focus is on simplicity, clarity, and ease of use making it a truly unique offering.
Compare our Packages
Features |
OmniBroker |
OmniBroker Plus |
Live Client Data |
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Policy and Client Reporting |
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Client bank analysis |
 basic reporting functionality |
advanced reporting functionality
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Integrated Research |
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Task and Workflow |
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Fact Find/Needs Analysis |
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Online client Fact Find |
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Automated Client Policy Branded Emails |
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Automated Alerts for Fund Changes |
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Automated Alerts for Policy Expiry |
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| Mail and Email Merge Too | |
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| Policy Alteration Facility | |
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| Compliance Checklist | |