ORGANIZE ASSETS & ACTIVITIES
See what the client owns and does.
Homes · autos · collections · business interests
Why advisory firms build a P&C Insurance Desk
- Win more business. Turn a broader protection conversation into a reason to choose your firm. PROSPECT. TRUST. GROWTH.
- Differentiate your firm. Give every advisor a capability competitors cannot easily replicate. YOUR BRAND. ONE DESK. EVERY ADVISOR.
- Protect your clients. Protect the financial plan and the assets behind it—then stand with clients when a loss occurs. FINANCIAL PLAN. CLIENT ASSETS. CLAIM SUPPORT.
ADVISORY FIRMS USING LITMUS RISK
LIDO ADVISORSBALBOA WEALTHWEALTH MANAGEMENT SOLUTIONS
See the client perspective THE COMPLETE P&C INSURANCE DESK
The platform, the people, and the process.
One connected system gives advisors a living view of every participating household and the entire book. Litmus organizes assets, activities, policies, exposures, and perils—then Litmus licensed professionals provide policy and claims support.
All of it is the Desk. Your brand leads. Your advisor stays at the center. Litmus powers the capability behind them.See the Desk for financial advisors
AN ADVISORY-FIRM PERSPECTIVE
“Protecting what you've built is every bit as important as growing it.”
RICHARD RIVA · WEALTH MANAGEMENT SOLUTIONSRead the client story
WIN MORE BUSINESS · DIFFERENTIATE YOUR FIRM · PROTECT YOUR CLIENTS