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Policy Matters

FIRST QUARTER 2018

NEWS YOU CAN USE FROM THE EXPERTS AT LLIS

Insurance can be boring. We know. And technological systems? Snooze. (Unless you geek out on that kind of stuff.) And the insurance industry – as a whole – is known for being, shall we say, a bit behind the curve when it comes to technology. But LLIS is an agency that's ahead of the technology curve in many ways, and we’re not your ordinary insurance agents. So we want you and your clients to have an extra ordinary experience when you work with us.


Recordkeeping and administrative tasks can be mundane time-suckers. So we created a simple, streamlined system that guides you, your clients, and teamLLIS through the entire life of your clients’ applications and policies.

Last quarter, we introduced you to something high tech that supplements LLIS’s high touch, personal working style. To augment teamLLIS; not replace it.



ALLiS is a relationship management system that gives you access to your clients' policy information (the advisor section) 24/7/365. ALLiS is an extension of the individual service you're used to from teamLLIS, and will streamline your clients' insurance application process, provide you dashboard views of all clients and detailed screens of individual clients, allow for secure transmission and storage of files, and give your clients the same type of views and access to their own information. ALLiS is LLIS's newest high touch, high tech initiative in our commitment to provide advisors and their clients with the best possible service and experience.

What will ALLiS do for all types of users?



We created ALLiS because advisors asked for this type of access. And what are advisors and clients saying now that they’re using the system?


Have you met ALLiS yet?

If you have any questions about ALLiS, please contact our CIO, David Sexton.

SOLUTIONS AVAILABLE THROUGH LLIS

Term Life Insurance | Low-Load Universal Life (Individual & Survivorship) | No Lapse Guaranteed Univeral Life (Individual & Survivorship) | Long Term Care Insurance | Disability Insurance | Critical Care Insurance | Low-Load Variable Annuity | Immediate and Fixed Annuities | Low-Load Variable Universal Life | Hybrid Life/LTCi | Hybrid Annuity/LTCi

(We recommend low-load permanent life insurance and annuities when possible)

(Not all policy types available in all states)

For a list of current providers, visit the Advisor Tools section of our website and click on "Insurance Companies We Work With".

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