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This is OA Life + CRM.
OA Life is a cloud-based software CRM platform that manages the business of financial and mortgage brokers. We have been leading the change in broker businesses for more than 25 years & empowering them with the latest technology.
- Seamless Needs Analysis & Quotation
- Advanced Compliance and Reporting
- Efficient Lead and Pipeline Management
- Updated Portfolio Reports
Our Partners
Optimize your advisory services
TRANSFORM YOUR BROKERAGE
Customer Relationship Management
OA Life CRM is a powerful, all-in-one Customer Relationship Management (CRM) solution designed to streamline your business operations and enhance client interactions.
- Dashboard - Overview of assets undermanagement by company, client, consultants, policy type and status.
- Outlook Sync - Save emails & documents with indexing, improving overall userworkflow efficiency.
- Commission Imports - Allow users to upload provider statements to OAL and automatically reconcile them.
See It in Action
Fueling Your Brokerage's Success
Client Portal
Self-service for fact finding,risk profiling, securedocument sharing andportfolio reviews.
Easy Compliance
Suitability statements,product research and AML,PEPs and other compliancein one place.
Client Management
Enhance relationships with tools for tracking, communication, and engagement.
Customizable Reporting
Gain insights with tailored reports to monitor and optimize your companies performance.
