Protection Insurance Sourcing

Protection Insurance | 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.

The integration also allows OMS users to seamlessly benefit from a one-stop mortgage and protection process offering extensive product sourcing without the need to rekey any data. 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.

The OMS team have provided West Yorkshire Money and the majority of the Money Group Brands their CRM system, not only can we adapt it to each brand, they are quick to respond to fixes, amendments and improvements. They provide results and their teams extensive industry knowledge shines through all other systems I’ve encountered with the many Lender CRMS I have worked with. Highly recommend and grateful for your support moving forward

Adele Forbes

Director, West Yorkshire Money
When we were initially sourcing a CRM system – we knew exactly what we wanted but couldn’t quite find one that worked for us as a specialist broker. We came across OMS, a system built for brokers, by brokers which in itself went a long way! The system itself meets our needs and has everything we need to save time to ensure that our business runs smoothly. We are continuing to work closely with the OMS team who are both experienced and efficient to make the system even better and more tailored for our business

Kim McGinley

Director, Vibe Financial