“A One Stop Life, Health, and Annuity Resource.”

Lavvi Sales Enablement, API-Driven Platform

Lavvi Sales Enablement, API-Driven Platform

Lavvi Sales Enablement, API-Driven Platform

 

We don’t believe in disruption. We believe in enablement.

Making the switch to Lavvi should be a welcome relief. Our revenue-building platform brings you closer to your consumers – delivering distribution solutions with more channel opportunities than anyone in the market today.

Flexible Platform Options Include

1.

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Advisor Driven Sales

Advisor-led model where your advisors can complete the application with their client.

2.

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Consumer Driven Sales

Direct-to-Consumer model with an intuitive self-serve checkout experience and access to support tools.

3.

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Hybrid Sales

A hybrid model where advisors can provide guidance to their clients or review the application at time of submission.

Platform Modules

 

Enable your preferred distribution strategy and platform option with these value-added components.

  • Advisor Compliance

Eliminate the regulatory red tape with automated and hassle-free compliance including a configurable Financial Needs Analysis, Reason Why Letter and Advisor Disclosure Forms.

  • Distributor Access
Strengthen your relationship with key partners through value-added insights. Provide full visibility of the sales pipeline for your distribution partners with real-time data analytics and reporting.
  • Third-Party Web Components
Sell strategically and be there at the right time.
Embed your life insurance products at point of sale for important consumer purchases like investments, mortgages and living benefits.

Features

  • Admin Configuration Portal
Easily configure your insurance products, medical questions and rates in real-time. Review critical data and key reports using a sophisticated yet simple analytics dashboard.
  • Seamless Checkout Experience
Frictionless self-serve consumer checkout with access to direct support tools with more consumer-friendly language.
  • Quick Implementation
With a streamlined implementation, the Lavvi platform can be deployed and production ready in as little as 90 days allowing you to start seeing results without lengthy delays.
  • Flexible Pricing Structure
Invest in what you need so you can maximize ROI. Our scalable options and cost-effective solutions will ensure you can grow your policy sales and achieve your business objectives without breaking the bank.

Case Studies

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Assumption Life boosted online revenue by developing an innovative online distribution strategy. By embracing digitalization with Lavvi’s platform, they expanded their market reach and enhanced distributor partnerships, setting a new standard in the Canadian brokerage network.

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Discover how TruStage transformed the purchase of final expense funeral insurance using Lavvi’s distribution platform. By meeting consumers online and through funeral home partners, TruStage enhanced the buying experience and increased policy placements, showcasing the power of Lavvi’s innovative approach.

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