Implement the Most Effective High Value Private Client Loss Control Solution Available

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  • Utilize the centralized scheduling module for easier appointment setting and a better policyholder experience
  • Maintain a professional image with clients while using tablet technology to collect data
  • Capitalize on new opportunities and educate policyholders with built in marketing and information materials
  • Impress clients with stunning policyholder report outputs

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High Value Private Client Solutions

LC360 has been implemented for several of the largest high net worth private client insurance carriers in North America and helps them manage the process of client management and survey processing. Key features for high value/private client carriers include tablet based data collection, robust vendor management and distribution, vendor integration, survey scheduling modules, pre and post follow up letters, form data search, and workflow tracking. We understand the needs of carriers serving affluent clients and understand how to assist in the white glove handling of loss control surveys.

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  • Integrations are available to connect you with custom in-house systems such as policy management and claims as well as agency and policy holder portals.
  • Network of pre-integrated vendor companies specializing in private client inspections
  • Customizable forms engine to easily build and manage your distinct data collection forms
  • Custom integrated forms give you quicker inspection results with less double data entry and write-up time, including replacement cost estimators, public record data, nat cat data, diagramming, and aerial imagery/mapping.
  • Experience in creating custom replacement cost tools for private client insurers
  • Offline-capable tablet applications can be used by field staff, allowing them to complete reports in the field and reduce write-up time back at the office.
  • Scheduling module that allows you to utilize in-house scheduling staff to work with clients to set the date and time on behalf of your inspector/risk consultant. Our scheduling module assists by providing calendar integration, mapping, and call scripts to make the scheduler more efficient.
  • Recommendation review and follow up process helps you track and report on recommendation compliance.
  • Gorgeous and customizable final report outputs for policy holders and agents allows you to provide binder style property reports with your fully custom logic, colors, logos, and fonts.
  • Agent & Policyholder portal for recommendation response with optional client report access