Editor's note: This brief was summarised by The Property AI Newsroom from a report by Mortgage Strategy. Read the original article for full details.
One Mortgage System (OMS) has announced a new partnership with specialist protection broker The Insurance Surgery, introducing a direct integration for protection referrals within the OMS platform.
The collaboration allows OMS users to refer clients needing protection advice directly to The Insurance Surgery, with relevant client information securely transferred between the two businesses. This integration removes the need for rekeying data and aims to reduce administrative workload for advisers.
The Insurance Surgery specialises in arranging life and protection cover for clients who may have difficulty obtaining insurance through mainstream providers, including those with pre-existing medical conditions, hazardous occupations, or unusual lifestyle circumstances.
According to the report, this partnership is part of OMS’s broader strategy to create a more connected adviser ecosystem, focusing on improving efficiency, strengthening customer outcomes, and simplifying the advice process.
For UK letting agents and inventory clerks, the integration may offer a streamlined way to support clients with specialist protection needs, particularly those whose circumstances make standard insurance options challenging.
Source: Mortgage Strategy