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Users can now generate more accurate pricing suggestions and more efficient quote creations.
OMS have enhanced their full integration with iPipeline's SolutionBuilder to provide more efficiency for brokers.
The upgrade allows users to generate more accurate pricing suggestions while also benefitting from increased flexibility and greater efficiency in terms of quote creation.
Users can also now send clients’ details directly into SolutionBuilder and build custom quotations tailored to their requirements. The updated view in OMS presents client details more effectively, allowing users to select up to two applicants to quote protection benefits.
Additionally, the enhanced display of quotes saved in SolutionBuilder makes them more readable when imported back into OMS. All other existing features, such as the ability to download documents and apply directly within OMS, remain fully available.
Neal Jannels, managing director of OMS, commented: "For the past five years, our partnership with iPipeline has been transformative for OMS and our growing user base. This collaboration has unlocked substantial revenue streams and provided a valuable retention tool for mortgage intermediaries across the UK.
“This partnership will continue to evolve, driving greater engagement around the protection conversation at critical points in the mortgage journey through intelligent and intuitive tools, creating a simpler, superior, and more accurate user experience. And this is just the beginning of our improvement journey.”
Steve White, key account manager at iPipeline, added: “It is a joy to work with forward thinking partners who keep improving their solutions. Working together to improve the protection buying process, we are helping more people be protected."
