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Overview
Omnium is an advanced insurance comparison and quoting tool integrated within AdviserLogic, designed to help advisers efficiently generate quotes, compare policies, and tailor coverage options to client needs. RiskLogic, as part of Omnium, enables users to manage, refine, and retrieve insurance quotes effortlessly.
This FAQ section addresses common questions and troubleshooting steps to help you navigate Omnium Insurance and RiskLogic effectively.
Frequently Asked Questions (FAQs)
Q - Currently No Data to Display?
Q - Currently No Data to Display?
If you access AdviserLogic’s insurance Strategies without completing the Needs Analysis, this warning will appear.
You will need to manually enter client details before generating any quotes.
Q - How can I view recent or previously saved quotes?
Q - How can I view recent or previously saved quotes?
Go to the Saved Quotes section at the top of the screen in Digital Advice Tools > Insurance Research. The system will display the five most recent quotes, and you can also search for a saved quote by name.
Q - How do I exclude an insurer from the generated quotes?
Q - How do I exclude an insurer from the generated quotes?
You can remove an insurer from the comparison list using the “Exclude” drop-down menu.
Q - How can I see insurers that have not returned quotes?
Q - How can I see insurers that have not returned quotes?
Products excluded from quotes will appear in the Other Products section. Clicking the Information button next to "Other Products" will display common reasons why certain policies were not included. You can also select a specific product to view detailed reasons for its exclusion.
Q - How do I switch between the client and their partner?
Q - How do I switch between the client and their partner?
The entity marked with a tick symbol is the one for whom quotes are currently being generated.
Q - How do I compare policies for similarities and differences?
Q - How do I compare policies for similarities and differences?
Hover over the provider’s logo, and a tick symbol will appear. Once you select at least two policies, a comparison report option will be available on the right-hand side of the page.
Q - How do I generate quotes for a policy held partially inside superannuation and partially as a personal policy?
Q - How do I generate quotes for a policy held partially inside superannuation and partially as a personal policy?
When entering the “Tax Environment” field, select “Hybrid” to account for both ownership structures.
Q - What does the “Both” Tax Environment option mean?
Q - What does the “Both” Tax Environment option mean?
Selecting “Both” will generate quote results for policies owned by both superannuation and personally (split or flexi-link). The policy name will indicate whether it is super-owned or personally held.
By understanding these key functions, you can efficiently navigate AdviserLogic’s Insurance Modules to deliver precise, tailored insurance solutions for your clients.