Protection Insurance Sourcing

Protection | Quotations | Fully Integrated

OMS is fully integrated with iPipeline’s SolutionBuilder®, providing protection research, quotes and direct apply to providers, allowing OMS users to easily compare all protection needs within a simple and responsive user interface. This integration gives a seamless one-stop mortgage & protection process, benefiting from the extensive product sourcing without the need to leave the system. It also includes full workflow solutions and case journeys built for users to amend as best suits their business needs.  Full updates will be offered to all parties and users will have immediate access to the client portal.

Note that you will need a SolutionBuilder® license to access this functionality. If you do not currently have a license, you can purchase one via OMS.

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The team at Clever Lending have had a seamless transition from office working to home working, with OMS being cloud based it made our initial home working tests very easy to implement to a full home working operation. With case information and documents store on the cloud, we have been able to get everything we need at the touch of a button. As a manager, I’ve been able to keep a track of case process, staff activity and run MI reports with ease.

Kevin Blount

Clever Lending
The ability to work from home in these challenging times has been made much easier by having a CRM system that is cloud based, fast and supported by a very knowledgeable team. I've used OMS for two years now after giving up with their competitors. OMS adapts to how you work and they are always improving it. My clients love the information it provides them and they can keep updated 24/7 on progress of their case by logging in. I still feel I'm in my office with the information it provides and it's one less thing to think about in the current situation.

Simon Allen

Director, Searchlight Finance Limited