OPUS is a system of modules that unifies every step of the sales process.
The base system includes built-in modules for administration, client data capture, financial worksheets, handy financial calculators and a useful resource center, as well as links to the add-on modules – Needs, Concepts, Illustrations and E-Forms.
The base platform allows users to manage all aspects of their sales process via one user-friendly interface. Data is captured once and populated throughout the system in each of the other modules.
OPUS is built on an open, standard technology that allows for a shared, collaborative workflow and development in partnership to build solutions that are tailored for different needs. OPUS is a configurable product that lets you create custom point-of-service solutions for advisors, providing them the tools to build fruitful relationships. Designed around our True Engine ArchitectureTM and innovative SmartFileTM technology, OPUS offers the industry’s most flexible and efficient solution to meet the technology demands of today and provide a clear path for tomorrow’s technology advances.
With OPUS at their fingertips, advisors can make the sale far faster and easier than ever before.
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OPUS Connect utilizes the base framework of our OPUS technology to provide a cost effective entry into Web based illustrations and point-of-sale technology.
Enter the OPUS Connect illustration portal to configure, test, and deploy your Web illustration solution for your producers. Manage your user log-in credentials on-line to ensure only your produces have access. Create and deploy new products, manage your product configurations, rates and business rules directly in a simple and easy to use on-line environment designed to provide state of the art technology at your fingertips.
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Provide your producers with quick quote capabilities right at their fingertips. Accessible anywhere on any smartphone.
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Take control of your illustrations today with the industry’s most powerful suite of Home Office tools.
Build new or maintain existing product engines, create and maintain reports and product rates without having to rely on your vendor’s time and resources. OPUS Studio works with the industry’s most power calculation engines featuring True Engine Architecture to put the power of product development and roll out into the hands of your experts. Built for business and actuarial experts, OPUS Studio delivers the control you are looking for today.
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