Resources for a Strong Service Strategy

Product Support Tools and Underwriting Offers

We offer our broker partners a variety of tools and resources designed to help make it easier to position voluntary benefits not just as an add-on, but as a strategic component of their clients’ overall benefit programs.

Here’s a sampling of support tools and resources:

  • QuickQuote combines multiple Omega Financial Insurance Solutions product quotes into a single quote sheet to provide an at-a-glance reference for you and your clients. This is a field-enabled tool your benefits representative can use to quote any plan design option and state variation, and the quote sheet can be easily integrated into proposals. View a sample QuickQuote quote sheet.
  • Broker Block Summary shows products, in-force policies, premium and more for your Omega Financial Insurance Solutions block of business. This is a field-enabled tool your benefits representative can share to help support your rework strategy by helping identify gaps in client coverage and providing information to help inform conversations with your customers. View a sample Broker Block Summary report.
  • Underwriting Offers are available throughout the year to help simplify the process of adding voluntary benefits and make it easy as possible for employees to qualify for coverage. Our current underwriting offer – Two by Four Coverage Solutions – features coverage options you and your clients can select from to create a package tailored to their specific needs. Separate offers are available for small-market (100 or fewer) and large-market (more than 100) cases. 

Your Omega Financial Insurance Solutions benefits representative can provide you with more information on any of these resources and will work with you to provide more information. Don’t have a benefits representative? Email, and we’ll help you make a connection.