Place more policies. Attract more advisors. Empower top producers.
With fail-proof automated compliance, e‑apps, and custom branded storefronts your salesforce can launch within minutes.
Proven Solutions
Exceed your targets and lead your industry when you master your distribution strategy mix with one single platform.
Lavvi’s platform suite delivers all-in-one sales distribution solutions with the most channel opportunities in the market today. More channel opportunities means bigger revenue.
Testimonial
We’ve had a longstanding successful partnership with TKS/Lavvi for nearly a decade, built on trust and digital distribution expertise. Allowing the Lavvi team to lead the build of our digital distribution platforms for both our distribution partners direct-to-consumer solutions and advisor sales distribution strategies has allowed our internal teams to refocus on our backend systems and processing. Lavvi’s API-driven platform has helped us get to market faster, and the flexibility of the platform has also made us easier for other insurers or agents to partner with. Meanwhile, we’ve seen a 231% increase in online sales year over year via our distribution partners direct-to-consumer solutions and that number is still rising! Luc Bosse, Vice President Sales & Marketing, Assumption Mutual Life
Advisor BuilT
Built for and validated by advisors and brokers for maximum adoption and seamless UX.
Fail-proof compliance adherence
Place more policies when you benefit from automated compliance features that make adherence foolproof.
Sell where other insurers can’t
With software that meets regulatory compliance in every region.
Custom-branded advisor storefronts
Your salesforce can launch fully-customizable branded storefronts that allow consumers to discover products and self-educate.
Conquer your advisor sales distribution strategy
With multiple ways to sell using varying levels of advisor involvement, you can meet the needs of middle market consumers and sell more policies. Flexible distribution options include:
- Advisor driven — advisor-led model where your salesforce can complete the application on behalf of their customer
- Advisor assisted – a hybrid model where advisors can work in shared workspaces alongside their customers
- Advisor reviewed – primarily consumer-led, but reviewed by an advisor at time of application
Get to Market Faster
Our white-labelled storefronts can be launched by your advisors or distributors within minutes to get them selling online faster. The Lavvi applications are designed to deliver guided tours for rapid self-onboarding. Get new products to market faster with a no-code platform that lets your team configure products and medical questions in real-time.
Built for and validated by advisors and Brokers
Increase your revenue when you become easier to do business with. Maximize advisor and broker adoption with tools that make them successful faster. Lavvi’s applications are built for and validated by advisors for maximum adoption and engagement using feedback from hundreds of advisors.
Improve Salesforce Performance
Empower advisors to become top producing superstars with an automated sales journey with built-in worry-free compliance adherence. Maximize your completion rates, with software that delivers a 50% conversion rate from start of application to finish.
Reduce costs of acquisition and retention
Reduce operational costs of acquisition and retention with an accelerated sales journey that lets consumers self-educate on the cost and value of insurance. We’ve automated repeatable steps and upselling/cross selling opportunities so your sales force can focus on what matters most: the consumer relationship.
MAKE BETTER BUSINESS DECISIONS
Gain visibility of your salesforce and pipeline. Make better business decisions with sophisticated real-time data analytics and reporting. Know what matters with simple dashboards and comprehensive weekly reporting.
Modular solutions that meet you where you are
Eliminate doubt with future-proof software that is API-driven and connects to existing business processes and CRMs. Maximize your investment with a modular platform that provides a suite of plug and play apps that can be used independently or together – depending on your unique needs. Make the right choice when you implement software that’s scalable and can evolve with your organization’s current and future business needs.
Built for your unique needs
THE SOFTWARE SUITE
ADVISOR SUBMIT
Defeat compliance challenges with an automated e‑application that is advisor and broker led. This application is designed to support advisors and brokers as they walk consumers through the application process, whether face-to-face, virtual, or phone. The application can facilitate a seamless application submission, where consumers only need to e‑sign, resulting in improved compliance adherence and more policies sold and placed.
Quote & Checkout App
Within seconds, you can launch your own custom branded digital storefront that allows consumers to discover products and self-educate. Every storefront is fully-customizable, with options that include:
- quick quote tools that can stand-alone or be embedded on a distributor website
- virtual appointment booking, and
- shared workspace to work collaboratively with consumers online.
Put consumers in the driver seat with this compliance-automated app that delivers a frictionless self-serve consumer checkout. At any time, consumers can access direct support tools. This means a better consumer experience and increased conversions – with a proven 50% application conversion rate.
Admin Portal App
Achieve visibility of your pipeline and easily configure your insurance products or medical questions in real-time. Review critical data and key reports using a sophisticated yet simple analytics dashboard. You can also quickly build quoting widgets or apps for distributor websites. This means you can get new products to market faster and make better business decisions faster.
Drive more growth. Lead your market. conquer your industry.
We know modern consumers expect more, and so should y