How to use Omnilife in DASH
Omnilife, a risk insurance comparison tool, integrates with DASH to include product recommendations and reports in the SOA and File Notes.
The following tutorial covers:
Data that flows from DASH CRM to Omnilife.
Completing a recommendation.
Options to select in the SOA wizard when using Omnilife.
Download the Omnium FAQ below to learn more about getting accurate quotes.