Comprehensive solutions for Life Brokers.
OA Life + CRM (formerly known as ‘Money Advice’) delivers substantial savings in administration time, complete compliance management, and the creation of revenue opportunities. This powerful tool is designed to streamline your operations, ensuring that every aspect of your business is managed efficiently and effectively.
- Time savings: Automate administrative tasks to free up valuable time for your team.
Compliance - Management: Resolve commissions, stay compliant with industry regulations effortlessly and track your teams work and productivity.
- Revenue opportunities: Discover new avenues for generating revenue through integrated services.
- Unified platform: Manage life insurance, wealth management, pensions, mortgages, and general insurance from a single platform.
- Comprehensive support: Benefit from dedicated support and continuous training to ensure your team’s success.
- Smooth data migration: Transition to OA Life + CRM with ease, thanks to our efficient data transfer process, if you are using another system we make moving to us easy, simple and safe.
Seamless Integration and Dedicated Support
Our system provides seamless linking to providers in various sectors including life, wealth management, pensions, mortgages, and personal lines of general insurance. This integration ensures that all your financial and insurance services are connected, allowing for a unified and cohesive management experience.
We are committed to ensuring your success with OA Life + CRM. 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. Additionally, ongoing training and helpdesk support are available to all customers, providing continuous assistance and ensuring that any issues are promptly addressed.