The Insurance Quoting and Comparison Research feature in AdviserLogic’s Digital Advice tools helps you generate, compare, and analyse insurance quotes to support compliant, informed recommendations. It integrates Omnium’s insurance data and quoting engine so you can assess multiple policies, compare features and premiums, and tailor cover to your client’s needs. This research output can be used within Digital Advice Scenarios and Statements of Advice (SoA) to strengthen product recommendations with quantitative and qualitative insights.

​Select Quoting & Research from the Digital Advice Advice Tools landing page.
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To Start Research enter the requisite details in the left panel. Some of this information will be pulled through from Fact Find, however, other information will need to be manually entered.
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Once the client data has been correctly entered:
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​Updating quote details for your client will populate the selection of the policies to compare on the right panel, which you may select by ticking the associated checkbox.
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​Saving Quote details will allow you to avoid further data entry next time you need to research insurance quotes by selecting the saved details from the View saved details list.
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Select the Compare Products button (bottom right of the screen) to go to the comparison screen.
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The left panel data must be entered correctly in order to populate the right quotes panel with the correct Insurance quotes.
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In the case that the data is incorrect, or that the dataset you are using cannot generate any compatible insurance fund, an error will show next to the provider explaining why this dataset failed, so it can be corrected by editing the client data in the left panel.
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To edit a section, hover over it and select the pencil icon from the bottom right of the box, then select the requirements from the drop-down.
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It is important to ensure the Existing Insurance has been mapped in order to have a base provider to compare against as the existing insurance doesn't populate automatically.
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To do this, hover over the Existing Insurance box at the bottom of the left panel and select the pencil icon.
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Enter the Provider name and select the relevant policy from the populated list, You can refine the search by selecting the relevant date. Select Next.
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Select the correct Cover options from the list and Save.
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A confirmation will be generated. Search for a new policy if required, otherwise, the window can be closed and the Existing Policy box will now show a number of policies reflecting however many have been entered
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Once all details in the Left Panel have been entered correctly, select the Update Quotes button from the bottom of the panel. This will populate the right panel with relevant policies to be selected for comparison based on the identified needs.
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Select the insurance products to compare, then select the Compare Products button from the bottom right of the window.
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The Comparison page shows the Existing product alongside those selected. The comparison is tabulated, allowing you to easily compare features, scores, and costs.

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From the Options button, you can modify default RiskLogic settings, Included insurers and products, Insurer logins and Commissions.
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Edit default RiskLogic settings

Edit the insurers included in comparisons
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Log into insurance accounts
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Edit Commission rates for providers
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If commission content is missing in the SoA or ROA, navigate to the "Recommended Policy" section, update the values in the 'Commission' section under "Other Details," and save the changes to trigger the updates.

Edit Parameters to be included in Comparisons
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A detailed Comparison Report is available by selecting the Download Report button.
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To navigate back to the Advice Tools Home page, select Back to Advice Tools, or use the navigation panel in the top right of the screen to navigate to other advice tools in the suite.
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