Elevate Your Insurance Services with Immediate, Compliant, and Value-Driven Solutions
OA Insurer is designed to empower insurance professionals to take immediate and effective action on their customer’s priorities, enhancing both service quality and operational efficiency.
- Efficiency: Save time with streamlined risk profiling and quote generation processes.
- Compliance: Ensure all actions meet regulatory standards, reducing compliance risks.
- Speed: Provide clients with instant underwriting results, enhancing customer satisfaction.
- Value: Deliver tailored advice and solutions, increasing your value as a trusted advisor.
Fact-Find
Perform compliant risk profiling and generate quotes on the go. OA Insurer ensures that you can quickly and accurately assess client needs and provide relevant insurance quotes, all while adhering to industry compliance standards.
Automated Advice Queries
Run automated advice queries to uncover solutions for your clients. This feature allows you to deliver more value as an advisor by identifying the best insurance options based on your client's specific needs and circumstances.
Real-Time Access
Access underwriting engines for immediate results. OA Insurer provides real-time connectivity to underwriting systems, enabling you to obtain instant decisions and streamline the insurance application process for your clients.
Support and Training
We are committed to ensuring your success with OA Insurer. Our dedicated support team offers on-site training to new clients, ensuring that you and your team are fully equipped to utilize the system to its fullest potential.