OMNIMax Life

By: Omnimax  06-Dec-2011
Keywords: Financial Planning

OMNIMax is a best practices financial planning platform which incorporates the best practices and principles of insurance planning.

The Life Insurance Industry is going through a phase of self validation and Financial Planning can closely overcome this issue by achieving a client centric approach. It starts from the point of assess the current financial situation of the client, to assessment of the risks which the client is under and recommendation the appropriate amount of insurance cover as well the right policy detail.

The above is administered and documented through a well drafted plan, for Insurance. The brings a paradigm shift in the mindset of a Insurance Sales Agent, whom until now was working on just product sales. 

OMNILife thus brings professionalism, diligence to the Insurance Industry and makes the whole process more transparent.

OMNILife is a sub variant of the overall platform and has specific focus to the Life Insurance Industry.

Keywords: Financial Planning

Other products and services from Omnimax


OMNIMax Professional

Given the increased focus on compliance for our industry, both now and in the future, I believe that the OMNIMax Software Solution could be used by most financial practices in New Zealand to help build a strong compliance infrastructure as well as lift productivity.


OMNIMax Corporate

The capacity of OMNIMax is to host a wide range of templated scenarios, enabling delivery of services to different markets sectors from private banking clients to transaction retail distribution, all on the same platform. OMNIMax is designed to build a nation wide franchisee network, of dispersed advisors using a robust, integrated platform to meet the needs of a client requiring Financial Planning and Wealth Management Advice.