Asendium has teamed up with an insure-tech provider.
Asendium has announced a new two-way integration which it says will “deliver real-time insurance quoting."
Alongside Omnium, the integration will provide financial advisers with real-time insurance quotes as part of the advice delivery process.
Asendium CEO Scott Miller said the new offering reflects the financial advice disruptor’s strategy to transform the advice landscape and enable advisers to deliver high quality advice to clients.
“Insurance has always been one of the processes that holds up the delivery of an SOA [statement of advice], as paraplanners have needed to manually chase down quotes for each client from the various insurers,” Mr Miller said.
“We are pleased that we have enabled our users to utilise the power of the Omnium platform.”
Through the integration, advisers and planning teams can move over client information and the completed insurance needs analysis from Asendium to Omnium to compare premiums for life, TPD, trauma and income protection cover.
“As a pioneer in the insurance space, we are delighted to partner with an exciting new platform in Asendium to help them achieve their goal of enabling advisers to create same-day advice for clients,” Omnium founder and chief architect, Dr David King, said.
“Through Omnium’s back-office capability, and Asendium’s dynamic advice and document creation process, we are witnessing the future of advice come to life.”
Neil is the Deputy Editor of the wealth titles, including ifa and InvestorDaily.
Neil is also the host of the ifa show podcast.
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