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Minimize the paper in your office. As a producer you are probably managing a lot of documents such as proposals for clients, carrier applications, outlines of coverage, copies of applications, or policy benefit schedules. Reduce the files and paper in your office and the risk of losing data on your computer by uploading all of these documents and managing them in your document library.

Securely share files with other office members using the document application. Find documents by browsing through folders, and then either preview the files within your Office or download them for immediate use. If you're looking for a specific document, you can perform a search for it. You can search by any of the document properties, including the title, keyword, and author.

The Documents application is completely integrated with Web Folders, enabling you to access documents in your Office through the familiar Windows environment you use every day. With Web Folders, you can save documents from Microsoft Word®—or any other Microsoft Office 2000 application—directly to your site.

Additional Document Features
  • Ensure everyone in your office is using the most recent version of a form or document
  • Keep all of your marketing collateral materials organized and in one place
  • Set permission levels to determine which members of your office can view which document folders
  • Remote access to your documents
 
 

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