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My LTC Office™ allows you to access everything... anytime, anywhere.
- Everything includes all the tools you need to operate a successful insurance practice.
- Anytime means you can access your business 24 hours a day.
- 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. Vital LTC's Sales
Suite is included with your Office. Having this service web-enabled
gives you access to Vital LTC 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 use, easy to get started
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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