AdviserLogic enables advisers to make considered and appropriate risk decisions for clients through RiskLogic powered by Omnium Life research.
‘AdviserLogic has super charged it’s powerful web-based, fully interactive risk insurance solution RiskLogic with Omnium Life research enabling advisers to quickly and easily determine client risk needs, compare available policies and make appropriate risk recommendations’ AdviserLogic CEO Daniel Gara said.
Insurance in 5 easy steps
The insurance process through AdviserLogic is broken down into 5 easy steps:
Existing Policies: Recording your clients current policies.
Needs Analysis: RiskLogic will assist you to determine the level of cover appropriate for your client’s needs and budget.
RiskLogic: Powered by Omnium Life research the RiskLogic insurance quoting and comparison tool enables the evaluation of the various types of risk insurance products. Perform side-by-side comparisons of product features, definitions and premiums.
Recommendations: Confirmation of your recommended Insurance Policies you have selected for your client.
Justification: The reasons as to why you feel your client should be applying for the recommended policy(s).
Existing AdviserLogic user
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