Sales Functionality & Reporting
OPUS Mobile arms your agents with tools to provide accurate quotes and data to support a more transparent and informed sales process through the following ways:
- Quote compare or specific product review
- Multiple solves, riders and rate class
- Solve for Premium or Face Amount
- Rider options that adjust for client and product
- Create illustration reports for term and other select products
- Create proposals or top line quote reports for all products
- Email and text PDF report delivery
- Needs Analysis