Finance
Insurance (Finance): Insurance operations for Finance teams
Insurance teams usually stall when insurance fee quotes stall while someone hunts the latest rate card. Omni Group gives Finance operators subscription plans that match how insurance teams actually ship, starting from Launch at €79 / $89 per month. When Insurance needs a done-for-you step, start with Quick setup: Client portal for matters, files, and invoices.
- • Finance teams see that insurance client documents arrive as email attachments
- • Finance teams see that insurance filing and close deadlines live in a shared spreadsheet
- • Finance teams see that insurance renewals surprise the team because dates live in chat
Launch
€79 / $89
Start on Launch for Insurance. If this finance niche needs a scoped pack next, Quick setup is the usual fit — Client portal for matters, files, and invoices.
Growth
€249 / $279
Start on Launch for Insurance. If this finance niche needs a scoped pack next, Quick setup is the usual fit — Client portal for matters, files, and invoices.
Scale
€429 / $469
Start on Launch for Insurance. If this finance niche needs a scoped pack next, Quick setup is the usual fit — Client portal for matters, files, and invoices.
Vertical package
Ready to buy€349/mo
Monthly industry pack: CRM setup, automations, and AI support for this niche — scoped deliverable, not a custom rebuild of the whole practice.
Buy nowRecommended deliverables
How we deliver
- 1. Client KYC packet
record
- 2. CRM onboarding ledger
create-contact
- 3. Quote + invoice
invoice
- 4. Reconcile payment
run
- 5. Notify unlock
send
- 6. Exception queue
create