One Mortgage System (OMS) has formed a partnership with specialist protection broker The Insurance Surgery, streamlining referrals for OMS users with clients requiring protection advice.

The partnership introduces a direct integration between the two businesses, allowing users to refer protection cases from within the OMS platform.

As part of the partnership, relevant client information can be securely transferred to The Insurance Surgery, removing the need to rekey data and reducing administration.

The integration forms part of OMS’ wider strategy of creating a more connected adviser ecosystem through partnerships that improve efficiency, strengthen customer outcomes and simplify the advice process.

The Insurance Surgery specialises in arranging life and protection cover for individuals who may face challenges securing insurance through mainstream routes, including those with pre-existing medical conditions, hazardous occupations and unusual lifestyle circumstances.

OMS head of marketing, sales and partnership Jodie Andrews says: “The most successful brokers are increasingly building ecosystems around their businesses, combining their own expertise with specialist partners who can add value in areas outside their core proposition. Protection is a natural example of this, particularly as clients continue to expect broader, more joined-up financial support.”

The Insurance Surgery managing director Andy Mellor adds: “We’re delighted to partner with OMS and make specialist protection support even easier for advisers to access. OMS have been incredibly proactive in getting this integration in place, and it’s a really positive step forward as we move one step closer to bridging the accessibility gap in protection and helping more clients get the cover they need, whatever their circumstances.”