Insurance Comparison (Omnium) - Webinar

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• Insurance Comparison (Omnium)

  This module allows you to compare and review insurance products and generate an SOA.  Fully integrated into AdviceOS, Insurance Comparison uses the data from your client fact find and lets you select your desired cover and scoring to run a tailored ...

• Product Comparison

  Introduction Midwinter has been providing product comparison tools since the release of our Reasonable Basis comparison tool in 2007. Overview Product Comparison can be used in conjunction with our Total Portfolio Analysis (TPA) feature for product ...

• Online Training Video - Introduction to Omnium

• Target Market Determination

  Introduction The Treasury Laws Amendment (Design and Distribution Obligations and Product Intervention Powers) Act 2019(Cth) came into effect on 5 October 2021 (DDO Laws). The new Design and Distribution Obligations (DDO) require issuers to design ...

• Needs Analysis

  Needs Analysis allows users to utilize available fields to determine the appropriate levels of cover for the client, and provide insurance advice through AdviceOS. 1. Accessing the Needs Analysis module The module can be accessed via Home - Modelling ...