Insurance
Chant west deactivation next steps
Chant west codes in the Midwinter SOA template will no longer be available after Chant west is deactivated. Users who have customised SOA templates that don’t have Omnium codes will need to copy the codes from the Midwinter SOA template by replacing ...
Online Training Video - Introduction to Omnium
Insurance Comparison (Omnium) - Webinar
Trigger a Recommendation
This guide will show our users the steps to take to trigger a recommendation where an existing insurance cover is being increased, decreased or maintained. 1. Go to Needs Analysis > ‘Product recommendations’ tab. 2. Under the ‘View insurance by’ drop ...
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 ...
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 ...