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- Everything includes
all the tools you need to operate a successful insurance
practice.
- Anytime
means you can access your business
24 hours a day, 7 days a week!
- Anywhere
means that it is on-demand from
any location. All you need is an internet connection along
with your user name and password.
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| Customer Relationship
Management Solution (CRM) |
| Chances are you've
heard the new CRM catch-phrase being tossed around frequently.
Included in your Office are tools for managing your practice
such as a robust customer relationship management system that
tracks your clients, prospects, centers of influence, sales,
and policies. There is a document library to store applications
and outlines of coverage, as well as proposed illustrations
for clients. There is a calendar that manages all of your
appointments that can be shared with others. There is even
a task manager that sends you email reminders of important tasks
and allows you to assign tasks to other agents or to your administrative
staff. |
| Bundled Pricing for
Popular LTCi Services |
| Your Office includes products
and services you may be already paying for. StrateCision's LTC
Advisor (policy comparison) and LTC Quote are included
with your Office. Having this service web-enabled gives
you access to StrateCision at anytime and gives you up-to-date
product information without having to renew software or download
updates. Additionally, you will have access to LTC Connection's
proprietary My LTC Underwriter that allows you to pre-underwrite
any of your client's diseases or conditions. |
| Easy to get started,
easy to use |
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There
is no hardware to buy or software to download. You can
be up and running in just 5 minutes and using it the same
day. It's safe, secure, and always available, wherever and
whenever you need to work. So, whether you are at your
office, in a client's home, or on the road, you can access
your business.
Protecting your data and documents is our top priority. My
LTC Office is built around a world-class operations infrastructure,
featuring state-of-the-art hosting facilities, equipment,
and security management to ensure that your data is never
compromised.
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