OMNIMax Life

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OMNIMax Life

Insurance Planning

OMNIMax is a best practices financial planning platform which incorporates the best practices and principles of insurance planning.

The Life Insurance Industry is going through a phase of self validation and Financial Planning can closely overcome this issue by achieving a client centric approach. It starts from the point of assess the current financial situation of the client, to assessment of the risks which the client is under and recommendation the appropriate amount of insurance cover as well the right policy detail.

The above is administered and documented through a well drafted plan, for Insurance. The brings a paradigm shift in the mindset of a Insurance Sales Agent, whom until now was working on just product sales.

OMNILife thus brings professionalism, diligence to the Insurance Industry and makes the whole process more transparent.

OMNILife is a sub variant of the overall platform and has specific focus to the Life Insurance Industry.

Client Management
Manage entities such as Individuals, Trust, Estates and Companies etc. Catagorise clients. E.g. prospective, third party etc. Recording of other associated contacts with clients accountant, lawyer. Storage of client notes Create client correspondence Client Journaling Use datamining to group clients under customisable categories. E.g. Gold, Silver, Golf etc. Create alerts that generate an email when due Mail Merge ability to automatically generate letters and emails to groups of clients Ability to incorporate existing Microsoft Word Document Templates Event Management Ability to brand all correspondence with company logo etc. Gather fact find information with Client Profiler.
Plan Writing
	Customise your own Plan Documents Address multiple plan scenarios Plan output in Microsoft Word/HTML/PDF Record client goals and objectives Income expenditure and cash flow analysis Life Planning Module Life Insurance Needs analysis Income Protection Medical Cover Critical Care Fire & General Estate & Tax Planning Send to back office feature Customizable Risk Profiling Incorporate your own Income Expenditure and Cashflow Analysis
Client Review
Automatic Invoicing Alerts Advisor when review is due Produce a customisable portfolio review document in Microsoft Word/HTML Insurance Review
Insurance
	Insurance Policy Register Reviews Reporting
Practise Management
Monitor the progress of all invoices on the system Report on Advisor activity Ability to associate different roles with different users Assign users access to multiple advisors
Other Features
	Internet based Supports multiple browsers. Internet Explorer, Moziller, Netscape Online flash tutorials Email & Telephone support Disaster Recovery Solution

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Insurance Planning

Client Management

Plan Writing

Client Review

Insurance

Practise Management

Other Features