Put the right households in front of the right people.
Define branches, advisor groups, administrators, client assignments, visibility rules, Desk engagement modes, and escalation ownership.
IMPLEMENTATION & INTEGRATION
From platform decision to controlled launch.
Litmus Risk implementation is built around the customer’s brand, organization, existing systems, user responsibilities, and client relationship—not a generic software handoff.
ONE FIRM-ENABLED LAUNCH
Configured for the way your organization actually works.
The launch begins with the advisory firm’s structure, client experience, and rules for when Litmus licensed professionals prepare, join an advisor conversation, or work directly with a client.
Make participation feel like part of the firm relationship.
Configure branding, invitations, client communications, approved data sources, household information, document workflows, and authorization points.
Decide how every insurance question moves.
Define preparation, meeting support, direct client access, policy guidance from Litmus licensed professionals, claims coaching, client-authorized brokerage coordination, status, and follow-through.
THE IMPLEMENTATION PLAN
Six phases. Clear ownership. Defined launch gates.
Each phase produces an agreed deliverable before the project advances. The exact sequence can be adapted to the selected market, integration path, and launch population.
Define the operating model
Confirm the business objective, launch audience, executive sponsor, participating teams, existing workflow, data sources, compliance requirements, and decisions the implementation must support.
Map the organization and experience
Translate the firm structure into branches, groups, advisors, client assignments, permissions, escalation paths, and a firm-enabled client journey.
Choose the right data path
Document required client, policy, asset, renewal, and activity data. Configure direct EZLynx integration where applicable, build an additional supported connection, or establish a controlled workflow alongside the existing AMS.
Build the customer environment
Apply brand standards, configure the organizational structure, provision authorized users, establish client visibility, prepare invitations, and activate the workflows included in scope.
Test before inviting clients
Validate data, roles, permissions, branding, invitations, policy workflows, Risk Intelligence, reporting, support routing, and operational handoffs with a controlled pilot group.
Activate, support, and expand
Invite the approved client population, support users, monitor onboarding and workflow activity, resolve exceptions, and expand to additional teams or branches after the launch model is stable.
INTEGRATION MODEL
Use the system you have. Choose the connection you need.
Litmus Risk selects the safest, most maintainable connection based on the approved workflow, available interfaces, required information, and customer controls.
Supported direct connection
Use an available connection, including direct EZLynx integration where applicable, to align supported client and policy information with the Desk.
CURRENTLY AVAILABLE WHERE IN SCOPEConfigured system connection
Evaluate an approved API, export, authentication method, data fields, usage rights, and synchronization needs before configuration.
DESIGNED DURING IMPLEMENTATIONControlled operating workflow
Use client invitations, secure document ingestion, defined imports, and operating procedures when a direct connector is unnecessary or unavailable.
WORKS ALONGSIDE EXISTING SYSTEMSTHE CONNECTION DECISIONBusiness workflow+Available system access+Required data+Customer controls→ Approved integration design
PROJECT OWNERSHIP
Everyone knows what they own before configuration begins.
Responsibilities are finalized in the project plan. This model keeps decisions, technical work, validation, and launch approval visible.
Owns business readiness
- Executive sponsor and project lead
- Brand and client-communication approval
- System access and data authority
- User hierarchy and assignments
- Compliance and supervisory approval
- User acceptance and go-live decision
Owns platform readiness
- Solution and integration design
- Tenant, brand, role, and workflow configuration
- Data mapping and technical validation
- Platform quality assurance
- Role-specific training materials
- Launch support and issue triage
Owns successful adoption
- Scope and acceptance criteria
- Data-quality decisions
- Pilot population and success review
- Operating procedures and escalation
- Change management
- Expansion priorities
LAUNCH READINESS
No client invitation before the operating model is ready.
01Scope and ownership approved02Security and contracting complete03Brand and hierarchy accepted04Integration and data validated05Roles and permissions tested06Pilot users trained07Customer approves go-live
ENTERPRISE FAQ
Questions buyers ask before launch.
Final commitments are documented in the applicable customer agreement, order form, DPA, and implementation plan.
01How long does implementation take?+
The plan is scoped after discovery because timing depends on organizational complexity, white-label requirements, integration method, data readiness, migration volume, customer approvals, and pilot size. Litmus Risk provides an implementation plan with owners, dependencies, acceptance gates, and a target launch sequence before configuration begins.
02What systems can Litmus Risk work with?+
The implementation can define a controlled connection or operating model around the firm’s approved client, planning, CRM, document, and insurance data sources. Direct EZLynx integration is available where it is part of the authorized insurance workflow. Other systems are evaluated based on available APIs, exports, data access, and the required use case.
03Do we have to launch to the entire organization?+
No. A customer can begin with one branch, advisor group, agent group, or selected client population. The hierarchy and permission model is designed to support a controlled pilot and later expansion.
04What does white labeling include?+
The implementation can configure the customer’s logo, colors, typography, messaging, client-facing experience, organizational structure, and user access model. Final scope is documented in the solution design.
05How are users and clients organized?+
Customer administrators can structure branches, groups, advisors, agents, and client assignments. Enterprise administrators see the approved organizational scope while individual professionals are limited to authorized households.
06How is existing data brought into Litmus Risk?+
The agreed integration plan identifies data sources, required fields, data ownership, mapping rules, synchronization frequency, exception handling, and validation. Client invitations and controlled bulk onboarding can also be used where appropriate.
07What training and support are included?+
Litmus Risk prepares role-specific training for administrators and participating professionals, validates the operating workflow during the pilot, and establishes support and escalation paths before launch.
08Is client data used to train AI models?+
No. The Litmus Risk customer DPA states that client personal data and Insurance Brokerage Data are not used to train AI models. Authorized AI workflows support document processing and review by Litmus licensed professionals.
09What happens to data when the relationship ends?+
Customer data processed solely as the customer’s processor is returned or deleted according to the applicable agreement and DPA, generally within 30 days after termination, subject to backup windows and legally permitted retention. Insurance brokerage records may be retained separately where required or permitted for brokerage, carrier, regulatory, audit, dispute, or recordkeeping purposes.
BUILD THE LAUNCH PLAN
Start with the operating model.
Tell us about your organization, current systems, users, and desired client experience. We’ll prepare the right implementation conversation.