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Services & Support

OIS empowers financial professionals with end‑to‑end insurance support, from licensing and underwriting to policy issue and servicing. Gain expert case consultation, integrated technology, and hands‑on management to remove friction at every step of the planning process. Backed by clear business alignment, OIS helps advisors deliver better outcomes for their clients and grow their practice with confidence.

  • Streamlined licensing and appointment processes to reduce time to market
     

  • Centralized contracting support ensuring accuracy, compliance, and timely approvals
     

  • Ongoing license maintenance and renewal oversight to keep advisors in good standing
     

  • Clear guidance on state‑specific and carrier‑specific requirements

Licensing & Contracting

Faster onboarding, reduced administrative friction, and improved compliance confidence.

  • Access to experienced case consultants for pre‑sale strategy and product positioning
     

  • Underwriting expertise to assess case viability and identify potential obstacles early
     

  • Support for informal inquiries, medical reviews, and risk assessment optimization
     

  • Collaborative problem‑solving on complex or high‑value cases

Case Consultation & Underwriting

Stronger client recommendations, higher placement ratios, and better expectations management.

  • Dedicated case management support from submission through placement
     

  • Proactive, transparent status updates at every stage
     

  • Ongoing review of underwriting requirements as they arrive
     

  • Customized client outreach upon request

New Business &
Case Management

Reduced time spent tracking cases and increased focus on client relationships and sales activity.

  • A single point of contact for ongoing post‑issue support
     

  • Guidance on policy reviews, exchanges, and long‑term servicing needs
     

  • Support for ownership, beneficiary, billing, and servicing updates
     

  • Post-placement underwriting changes, including rate class reconsideration

Post Issue Policy Support

Improved client experience and long‑term relationship retention.

  • Real-time annuity rate monitoring and product availability
     

  • End-to-end digital application and eSignature capabilities
     

  • Straight-through processing to accelerate underwriting and issuance
     

  • Ongoing enhancements to improve advisor workflow and client engagement

Technology

Scalable operations, increased productivity, and a modern advisor experience.

  • Strategic alignment with a trusted insurance partner brand
     

  • Support for advisor branding consistency and professional positioning
     

  • Co‑branded marketing opportunities and approved messaging
     

  • Shared commitment to client‑centric values and long‑term growth

Brand Strategy & Alignment

Enhanced credibility, brand strength, and differentiation in the marketplace.

Process Model

Inventory Clients' Insurance Contracts

Securely Transmit Contract Data to Policy Care Team

Transition Policies to OIS Licensed Professionals

Establish Live Data Feed from Carriers

Open Access
to Online Key Contract Data Portal

Provide Support for All In-Force Policy Activity

Monitor Contracts for Potential Policy Optimization

Licensing & Contracting

Faster onboarding, reduced administrative friction, and improved compliance confidence.

  • Streamlined licensing and appointment processes to reduce time to market
     

  • Centralized contracting support ensuring accuracy, compliance, and timely approvals
     

  • Ongoing license maintenance and renewal oversight to keep advisors in good standing
     

  • Clear guidance on state‑specific and carrier‑specific requirements

Case Consultation & Underwriting

Stronger client recommendations, higher placement ratios, and better expectations management.

  • Access to experienced case consultants for pre‑sale strategy and product positioning
     

  • Underwriting expertise to assess case viability and identify potential obstacles early
     

  • Support for informal inquiries, medical reviews, and risk assessment optimization
     

  • Collaborative problem‑solving on complex or high‑value cases

New Business & Case Management

Reduced time spent tracking cases and increased focus on client relationships and sales activity.

  • Dedicated case management support from submission through placement
     

  • Proactive, transparent status updates at every stage
     

  • Ongoing review of underwriting requirements as they arrive
     

  • Customized client outreach upon request

Post Issue Policy Support

Improved client experience and long-term relationship retention.

  • A single point of contact for ongoing post‑issue support
     

  • Guidance on policy reviews, exchanges, and long‑term servicing needs
     

  • Support for ownership, beneficiary, billing, and servicing updates
     

  • Post-placement underwriting changes, including rate class reconsideration

Technology

Scalable operations, increased productivity, and a modern advisor experience.

  • Real-time annuity rate monitoring and product availability
     

  • End-to-end digital application and eSignature capabilities
     

  • Straight-through processing to accelerate underwriting and issuance
     

  • Ongoing enhancements to improve advisor workflow and client engagement

Brand Strategy & Alignment

Enhanced credibility, brand strength, and differentiation in the marketplace.

  • Strategic alignment with a trusted insurance partner brand
     

  • Support for advisor branding consistency and professional positioning
     

  • Co‑branded marketing opportunities and approved messaging
     

  • Shared commitment to client‑centric values and long‑term growth

Ready to take your business to the next level?

Contact OIS today for a complimentary consultation and discover how we can elevate your planning experience.

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