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?
- I’m pretty awesome in my current state. But I will get even better, streamlined, and you-focused.
- Please keep giving us your ideas, gripes, applause, and suggestions. Just email teamLLIS at suggestions@LLIS.com.
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