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What Makes ALLiS Different?

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For everyone:
  • A continuation of LLIS’s high touch, high tech approach to working with advisors and clients
  • Secure 24/7/365 access to keep clients and advisors updated real-time
  • Powerful encryption to ensure data is always protected in transit and at rest
  • Password requirements that automatically disable accounts after multiple failed attempts
  • Multifactor authentication is available for added security
  • Mobile device friendly
  • Saves time and reduces human error
  • Streamlines the quote and application processes
  • Saves trees by minimizing the need to print
  • Improves communication between teamLLIS, clients, and advisors
  • Restricts communication to only those associated with a policy
  • Secure messaging and file sharing functions reduce the amount of time, effort, and security risk for everyone
For teamLLiS:
  • Track changes as quotes and applications move through the respective workflows
  • Reduce the steps required to create, track, and follow up on client quotes
  • Automated tools reduce administrative functions
  • Provide a clean, robust user interface for case managers to quickly and easily review client information while on the phone
  • Easily manage and track application progress with dashboard views and task reminders
  • Dynamic form capabilities reduce time copying and pasting information from LLIS’s application interviews to insurance company applications
  • Easy to use drag/drop interface for uploading docs to client profiles
  • Integrate with existing survey tools to automate the sending and tracking of client and advisor surveys
For clients:
  • Secure channel to upload your information
  • View application status, existing policy information, annual statements, and request information -- all in one convenient location
  • No need to install additional security software or sign up for third-party sites to share sensitive information
  • Search filters combined with summarized profile views provide quick access to information when you call LLIS
  • Allow teamLLIS to devote more time to you because they spend less time on repetitive administrative functions
  • Easily request and change in-force policy information from our policyholder services team
For advisors:
  • Secure channel to upload client financial data, when requested and authorized by a client
  • Advisor communication preferences for things like surveys, marketing messages, and client updates and premium notifications
  • No need to install additional security software or sign up for third-party sites to share sensitive information
  • Search filters combined with summarized profile views provide quick access to information when you call LLIS
  • Allow teamLLIS to devote more time to you because they spend less time on repetitive administrative functions
  • Dashboard views of all clients, drill-down views of individual clients
Now that you know a bit about my past and present, what does the future hold?

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