Using the Omnium integration
👤 Who
Role Type Required: Any
❗An Omnium license is required in order to use this integration. Cost; $139 p/m exc. GST per adviser (added to your iff subscription).
ℹ️ What do you need
This guide assumes that you have completed the setup steps, if not please review the Omnium setup guide prior to reviewing the below.
📌 What is the Omnium Integration
Integrating with Omnium is a strategic move for ‘iff’ as it aligns with our commitment to providing advisors with efficient and reliable tools. The OmniLife Life Insurance Premium Comparison tool, powered by the robust Omnium API, allows for swift and effortless comparison of premiums and product features from over 100 life insurance providers in Australia. This integration ensures that our users can generate detailed reports for their clients, making ‘iff’ a comprehensive solution for life insurance advice.
There are 3 key integration points with Omnium:
- iff will send the client information required to produce a quote to Omnium, including; Client Name, Age, State, Employment Status, Occupation
- From within Omnium you will be able to send back your recommendation to iff
- Lastly, from within iff you can retrieve this data to the 'Adjust Personal Insurance' strategy which will flow through to advice documents
The below video provides an overview of the integration.
📺 Omnium Integration Video