Editor's note: This brief was summarised by The Property AI Newsroom from a report by Mortgage Solutions. Read the original article for full details.

OMS Integrates with The Insurance Surgery for Specialist Protection Referrals

One Mortgage System (OMS) has announced a partnership with The Insurance Surgery to streamline referrals for users whose clients require specialist protection advice. The integration allows OMS users to refer protection cases directly from within the OMS CRM and loan origination platform.

The new partnership enables relevant client information to be securely transferred to The Insurance Surgery with a single click, eliminating the need to re-enter data and reducing administrative workload. This integration responds to increasing demand from OMS users, many of whom already work with The Insurance Surgery, to better support clients with complex protection needs.

The Insurance Surgery, established over 25 years ago, specialises in arranging life and protection cover for individuals who may face challenges obtaining insurance through mainstream providers. This includes clients with existing medical conditions, hazardous occupations, or unusual lifestyle circumstances.

OMS stated that this partnership is part of its broader strategy to create a more connected adviser ecosystem. The aim is to improve efficiency, strengthen customer outcomes, and simplify the advice process through partnerships that enhance the services available to users.

The integration is designed to make it easier for brokers to access specialist protection services for their clients without increasing their administrative burden.