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New Partnership! OMS & The Insurance Surgery

29 July 2026

We’re pleased to share that The Insurance Surgery has partnered with OMS - One Mortgage System, the award-winning mortgage and protection platform used by mortgage brokers, networks and lenders.

This partnership means OMS users can now refer protection cases to The Insurance Surgery directly through the OMS system, using a simple referral button.

This functionality saves advisers time, reduces re-keying, and provides a clear path for clients who may need more specialist protection advice.

Rather than spending additional time trying to place a complex case, advisers can refer directly to our specialist protection team while keeping the client within their adviser-led journey.

Want to know more?

If you currently use OMS, or are thinking about moving over to the system. Email your OMS BDM using the button below to learn more.

Email Your OMS BDM

For more information on the topics listed in this email, speak to the partnerships team on 01625 913444 or start a live chat here.

Best wishes,

The Insurance Surgery Partnerships Team
0800 083 2829