Platform

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

Accelerate your distribution strategy:

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.

With multiple ways to sell by leveraging multiple distribution channels, you can meet the needs of consumers and sell more policies.

FLEXIBLE OPTIONS INCLUDE

ADVISOR DRIVEN SALES: Advisor-led model where your advisors can complete the application with their client.

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

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 + Read More +
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 + Read More +
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. 
OmniFlow Components + Read More +
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.

Key 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.

Good to know:

  • Built with a combination of tech chops and industry experience, then tested by consumers – the result is a seamless UX, intuitive self-serve experience, and maximum adoption.
  • Speaking of maximum adoption the platform consistently receives likeability ratings of over 90% +/- from both advisors and consumers.
  • Automated compliance that can meet regulatory needs no matter the region.
  • One platform that supports multiple distribution strategies.

Robust and frictionless, you can trust our platform as well as our support. From the needs analysis through to quoting and illustration through to application right through to issue (that’s a lot of throughs). And should you choose to pivot strategy, no problem. The platform is elastic enough to adapt to your changing needs as you grow.

Built to meet your bespoke needs.

  • Modular and fully configurable
  • API-driven which allows carriers to pull data into whichever systems are required on their end
  • No-code product configuration for real-time updates
  • Seamless low-code implementation for greater speed
  • No-fail automated compliance adherence
  • Bank grade security and SOC 2 compliance
  • Real-time data analytics and reporting

At the end of the day, we want you to be self-sufficient on our platform. It’s made to be easy to configure and evolve as you see fit.

Of course, should you ever need help or have a question, feel free to reach out.

Contact Us