In the LT3D model, Delivery never stops and is never complete; it is a continuum. Accessible at your fingertips is everything you need to know about the entire life insurance portfolio you are responsible for managing as well as specific information about each policy. We give you the tools you need to meet your fiduciary duties and offer your clients the best in class service we know you strive to provide.
Our system provides annually, The Policy Assurance Monitor™ - an easy to understand and thorough annual report for each policy so you can properly communicate with your clients and provide meaningful, actionable strategies.
We are often asked about security, confidentiality and privacy. Please click here to download our Security Configurations & Standards document.