Protection Insurance Sourcing
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.