THE PLATFORM INSIDE THE P&C INSURANCE DESK
One operating view for every insurance question.
See the book. Understand each household. Connect what clients own and do to the exposures, perils, policies, gaps, and next actions that matter.
Request a platform walkthroughFROM FRAGMENTED INFORMATION TO A LIVING PROTECTION PICTURE
Book intelligence above. Household intelligence below.
Advisors can see what needs attention across the firm, then move into the client record without losing the planning context. The platform keeps insurance work visible from first invitation through review, renewal, request, and follow-through.
THE PLATFORM INSIDE THE DESK
See the software your firm will use.
The tour follows the operating sequence you will use: Book Intelligence, Risk Report, AI, Tracking, Intake, and Client View.
See the entire client book.
View participating households, insured assets, protection status, renewal timing, and the review queue from one operating view.
Discuss insurance without becoming the insurance expert.
Open an anonymized client report to see connected assets, policies, protection findings, and questions for a Litmus licensed insurance professional.
Ask questions in everyday language.
Use connected household information to prepare summaries, identify relevant changes, and formulate the next question for a Litmus licensed insurance professional.
Keep follow-through visible.
Track policy questions, review activity, claims support, status, ownership, and next actions without losing the advisor’s context.
Make it easy to begin.
Invite a prospect or client to add an asset, identify a broker or carrier, or securely upload a policy document.
Give the household one organized experience.
Policies, assets, renewal dates, requests, and protection information stay accessible in the firm-enabled client experience.
REAL PLATFORM PROOF Screens use anonymized or sample information. AI-generated information and Risk Intelligence signals may be incomplete and are not coverage determinations or individualized insurance advice. Litmus licensed insurance professionals review the facts and provide guidance within their authority.
THE PLATFORM IS PART OF THE DESK
Make insurance visible across the firm.
Give advisors one place to see the protection picture and reach Litmus licensed professionals who can move it forward.
Build your firm's Desk