OPUS

OPUS – Make the Sale

OPUS is a system of modules that unifies every step of the sales process. The base system includes built-in modules for administration, client data capture, financial worksheets, handy financial calculators and a useful resource center, as well as links to the add-on modules – Needs, Concepts, Illustrations and E-Forms.
The base platform allows users to manage all aspects of their sales process via one user-friendly interface. Data is captured once and populated throughout the system in each of the other modules. With OPUS at their fingertips, producers can make the sale far faster and easier than ever before.

Features

Configurable by the user so the look of the page and access to features, functions and products are set based on personal preference.
User access authorization can be designated to whatever level of user is deemed appropriate.
Calculators enable producers to provide their clients with simple graphical displays of key calculations – such as mortgage payments and investment growth under various scenario assumptions.
Moving between modules in the system is effortless.

Benefits

Become very comfortable with the look, feel and functionality of your own software.
Put user authorization in the hands of the right people.
Single point of data entry regardless of where it is entered in the system.
Present a variety of options to clients quickly and easily.