LP Business

LP Business is the new and modern app from Prudential for the Life Planners, that enables an end-to-end sales process management, from collecting referrals to generating proposals via OneClick in a digital, integrated and practical way. Developed in partnership with the Life Planners themselves, LP Business brings more efficiency in the referrals management, collection and analysis of the InfoClient to ensure best practices in our proprietary Need-Based Selling (NBS) process, besides allowing instant quotes without the need for internet access. All of this in a safe, fast and practical way. Find below some of the features:
• Indicators: offers a detailed view of the Life Planner’s customer base evolution
• Referral collection: allows to save information directly associated with the Recommender and to quickly create new contacts in the contact list
• Dynamic filters: enhances the SitPlan execution
• iOS calendar integration: allows access to the calendar directly from the device
• Digital InfoClient: has a more modern form with integration with the Needs Assessment
• Insurance plan creation: has offline quotation and has an integrated Needs Assessment table
• Financial and Insurance Plan PDFs: presents the needs in a more modern and attractive visual for the potential client
• OneClick integration: makes the proposal submission easier and quicker
• Indicators: offers a detailed view of the Life Planner’s customer base evolution
• Referral collection: allows to save information directly associated with the Recommender and to quickly create new contacts in the contact list

• Dynamic filters: enhances the SitPlan execution

• iOS calendar integration: allows access to the calendar directly from the device

• Digital InfoClient: has a more modern form with integration with the Needs Assessment

• Insurance plan creation: has offline quotation and has an integrated Needs Assessment table

• Financial and Insurance Plan PDFs: presents the needs in a more modern and attractive visual for the potential client

• OneClick integration: makes the proposal submission easier and quicker