The partnership provides direct integration between the two businesses, allowing users to refer protection cases from within the OMS CRM and loan origination platform.
Relevant client information can be securely transferred to The Insurance Surgery with one click, removing the need to rekey data and reducing administration.
The integration comes in response to growing demand from OMS users, many of whom already work with The Insurance Surgery, to support clients with more complex protection requirements. It forms part of OMS’ wider strategy of creating a more connected adviser ecosystem through partnerships that improve efficiency, strengthen customer outcomes and simplify the advice process.
Founded more than 25 years ago, The Insurance Surgery specialises in arranging life and protection cover for individuals who may face challenges securing insurance through mainstream routes, including those with existing medical conditions, hazardous occupations and unusual lifestyle circumstances.
Jodi Andrews (pictured), head of marketing, sales and partnerships at OMS, said: “The most successful brokers are increasingly building ecosystems around their businesses, combining their own expertise with specialist partners who can add value in areas outside their core proposition. Protection is a natural example of this, particularly as clients continue to expect broader, more joined-up financial support.
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“Technology should make those relationships easier to manage. By creating stronger links between firms and reducing manual processes, brokers can access additional services for their clients without creating additional work for themselves.”
Last month, the platform hired Simon Tippett as its head of delivery.
