No matter where a Carrier is on their digital journey, or the size and complexity of their business, the OPUS (One Point Unified System) suite of solutions are a perfect fit, adding tremendous value and functionality to any current systems while supporting flexibility for future growth.
Quoting & Illustrations
Instantly produces calculations, quote comparisons, detailed and compliant illustration reports utilizing an intuitive and engaging user interface for all life and annuity products.
Utilizing advanced technology to remove the complexity of the application process to submit electronically signed apps in good order, increase the speed of issue and condense the sales cycle.
OPUS Mobile is a carrier specific POS life insurance quoting and illustrations app, empowering agents to provide prospective clients with accurate data, quickly and efficiently, no matter where they are, to close deals faster.
Multiple Needs Analysis tools to calculate client requirements by defining future needs and specific risks to ensure a client’s financial security in the event of a known or unanticipated life event.
Maintain compliance and identify new growth opportunities within existing business by calculating a variety of what/if scenarios and solves utilizing historical client and product information that’s conveniently drawn from Carrier policy admin systems.
Through API integration, any OPUS module is easily integrated with any capable customer or 3rd party system to ensure the seamless and secure transfer and flow of data, and to deliver a positive user and customer experience.