Launch of New Risk-Focused Advice Platform

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    Insurance comparison website, Rate Detective, has joined forces with research firm, Omnium, to launch what it refers to as a ‘truly risk-focused advice platform’.

    Omnium Director, David King... linking with Rate Detective to deliver a new risk-focused advice platform.
    Omnium Director, David King… linking with Rate Detective to deliver a new risk-focused advice platform…

    The software package has been designed by Rate Detective, which operates under the Affinia AFSL, responding to what it says is the frustration experienced by risk-focused advisers that existing software doesn’t cater to their specific needs.

    In addition to the usual lead management and workflow capabilities, a release accompanying the launch of the new package says this new system delivers specialised risk-based functionally including:

    • A claims module to keep on top of and process claims
    • A payment module to track actual versus expected commission reports
    • The ability to manage workflow process, including chasing up outstanding medical reports, superannuation documents and organising medicals
    • An ‘Affiliate’ module designed to provide referral firms with the tools required to track the status of leads and produce monthly invoices for payment

    Rate Detective CEO, Damon Rasheed commented his firm had created this package for its own risk business, and that it “…fills all the gaps from current software in the market”, saving his business “… an incredible amount of time and money.”

    The package has been integrated with Omnium’s Risk Research tool, OmniLife, where this integration allows risk advisers to select a client from the new system and compare risk products in OmniLife without having to re-enter client data. It also enables comparison data from OmniLife to be automatically returned to the system for the creation of Statements of Advice.

    “We’ve recently been making huge strides in risk tech innovation and are honoured to be chosen by a large risk practice such as Rate Detective to be in their new risk advice platform”, says Omnium’s Director, David King.

    The launch release also notes the new risk-focused advice platform is available to purchase via Rate Detective.



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