OPUS Connect utilizes the base framework of illustrate inc’s OPUS technology to provide the industry’s only true Software as a Service model for deploying and maintaining a cost effective Web based illustration and point-of-sale solution.
Designed with the advisor in mind, OPUS Connect unifies every step of the sales process. Your advisors never have to re-enter data, because no matter where they are in the process, the data is captured once and populated throughout the system. Whether they are running a standard Term illustration or taking advantage of our easy to use Term Wizard, your advisors have a professional, sophisticated illustration solution right at their fingertips.
Help your advisors make the sale faster and easier than ever before with OPUS Connect.
| Base Functionality
- Product Setup & Configuration
- Setup & Maintenance of Product Rates
- Setup & Maintenance of Business Rules
- Configurable Output & Reports
- General Product Maintenance
- User Administration & Authorization
- User Hierarchy Setup & Maintenance
- Term Wizard, includes simple needs analysis and simplified app
- Product Comparison Sliders
- Underwriting Age and Amount Requirements
- Branded solution that utilizes your company and/or product logos to brand user input and reports.
- User access authorization can be designated to whatever level of user is deemed appropriate.
- Calculators enable advisors to provide their clients with simple graphical displays of key calculations – such as mortgage payments and investment growth under various scenario assumptions.
- Moving between modules in the system is effortless.
- Present a variety of options to clients quickly and easily.
- Sale on the value offered over the life of the product vs. price, with the OPUS Connect on-screen product slider.
- Quickly close the sale without costly delays by utilizing straight through processing with electronic submission of applications.
- Offers on-demand multilingual support.
- Fully Hosted Solution
- All Maintenance and Support of the Host Environment Included
- Minimal Upfront Costs
- Monthly Billing via Corporate Credit Card or Monthly Invoice
- User authorization put in the hands of the right people.
- Single point of data entry regardless of where it is entered in the system.
- Compatible with all major browsers available today
- Device Independence – iPad, iPhone, Android Tablets & Phones, Mac or PC
- N-Tiered Architecture to support true scaling of the application.
- Expandable to full OPUS to support all your product families.
- Compatible with OPUS Mobile for quick quotes via smartphones
The Co-Operators Life Insurance Company
Empire Financial Group
Sun Life Financial
Available Upon Request