Open and standardized technology 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 illustrations and point-of-service solutions for producers, providing them the tools to build fruitful relationships.
Base Functionality
- Administration
- Client Data Capture
- Resource Center
- Financial Calculators
- Financial Worksheets
Features
- Configurable by the user so the look of the page and access to features, functions and products are set based on personal preference.
- User access authorization can be designated to whatever level of user is deemed appropriate.
- Calculators enable advisors to provide their clients with simple graphical displays of key calculations – such as mortgage payments and investment growth under various scenario assumptions.
- Moving between modules in the system is effortless.
- Present a variety of options to clients quickly and easily.
- Sale on the value offered over the life of the product vs price with the OPUS on-screen product slider.
- Quickly close the sale without costly delays by utilizing straight through processing with electronic submission of applications.
- Offers on-demand multilingual support.
Benefits
- Simple easy to navigage user experience allows your agents to quickly become comfortable with the look, feel and functionality.
- Put user authorization in the hands of the right people.
- Single point of data entry regardless of where it is entered in the system.
- OPUS True Engine ArchitectureTM offers true technology and device independence.
- Product IP (intellectual property) is protected and isolated through our SmartFileTM technology.
- N-Tiered Architecture to support true scaling of the application.
- Offers both a connected and disconnected option, as well as a mobile quoting to ensure you reach your advisor where they prefer to work.
- Completely customizable solutions without sacrificing Speed to Market through the use of OPUS Home Office Tools.
- Easily integrated with in-house and 3rd party solutions via ACORD standards.
Screenshots
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