Client and Advisor Portal
Lansare's online servicing solution; Lansare.Insight for clients and advisors helps you increase sales and reduce costs. Lansare.Insight provides your clients and advisors with easy-to-use online access to detailed policy information, and allowing various self-service functions to be performed online such as address changes, account updates, transfer and rebalancing transactions, form downloads, and service requests.
With Lansare.Insight, your client & advisor servicing site is completely customized to match your existing brand, while additional features support your sales, marketing, operations and compliance functions.
Features
- Secure, role-based access for clients, advisors, management and staff.
- Private-labeled client portal supports access to detailed contract data, product information, forms library, and online self-service requests including account updates, change requests, sub-account transfer and rebalancing activities.
- Exclusive client view technology allows advisors and call center staff to see what clients are viewing on the portal during support calls.
- Integrates with policy administration, back-office and third-party platforms for seamless workflow and streamlined operations.
- Automated alerts notify advisors and other staff when clients perform account updates, or when various life-based and policy-based events occur.
Benefits
- Improves client service and support for your network of advisors, resulting in higher retention and more sales.
- Reduces costs associated with servicing your clients and operating your firm.
- Delivers instant visibility into business performance, compliance and operations via custom research, reports, and analytic tools.
- Financial grade security, redundancy, and reliability.