The insurance process through AdviserLogic is broken down into 5 parts, you can click on the below available links and it will help you while doing insurance research.
Existing Policies: Recording the current policies of the client and partner.
https://adviserlogic.zendesk.com/hc/en-us/articles/360000707335-Existing-Policies-Omnium-Insurance
Needs Analysis: To determine the level of cover that should be held by the client and partner.
https://adviserlogic.zendesk.com/hc/en-us/articles/360000707375-Need-Analysis-Omnium-Insurance
RiskLogic: Insurance quoting and comparison tool.
https://adviserlogic.zendesk.com/hc/en-us/articles/360000707395-Risklogic-Omnium-Insurance
Recommendations: A record of the Insurance Policies that you will recommend for the client which are not currently held.
https://adviserlogic.zendesk.com/hc/en-us/articles/360000710136-Recommendation-Omnium-Insurance
Justification: The reasons as to why you feel your clients should be applying for the recommended policies.
https://adviserlogic.zendesk.com/hc/en-us/articles/360000707415-Justifications-Omnium-Insurance
FAQs:
https://adviserlogic.zendesk.com/hc/en-us/articles/360000707435-FAQs-Omnium-Insurance
Commission Structure settings:
For any further queries, feel free to contact us at support@adviserlogic.com