Lifedocs for Business

Lifedocs for business

Giving you the power to differentiate

One platform that helps you manage client documents, keep track of important document expiry dates, and identify new opportunities with the estate readiness gap.

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A dynamic advisor portal

Unlock a new level of customer engagement. Provide your team and clients with a life-changing tool that will add real value to their lives and your business.

Onboard or invite

Add your clients to Lifedocs. You can choose to invite them to their profile immediately or at a later stage.

Configure & Upload

Set up your client's profile and start uploading documents on their behalf. When you invite them, they will see the magic.

Collaborate

With access levels, you are able to collaborate with your clients and achieve estate readiness together.

HubSPot CMS

A dynamic advisor portal

Unlock a new level of customer engagement. Provide your team and clients with a life-changing tool that will add real value to their lives and your business.

Onboard or invite
Add your clients, or invite them. Choice is yours.

Configure
Get your client's profile set up and start uploading documents on their behalf. When you invite them, they will see the magic.

Collaborate
With access levels, you are able to collaborate with your clients and see what they see. Achieve estate readiness together.

Adding value across industries

Advisors

Unlock a new level of customer engagement. Provide your team and clients with a life-changing tool that will add real value to their lives and your business.

Estate planners

Consolidate your client's entire estate plan and upload it to Lifedocs. Ditch the paper life file, collaborate, and help them get estate ready in the cloud.

Fiduciary practitioners

Expand your service offering to include Estate Readiness as a service and benefit from a complete set of data when the time comes to wind up an estate.

Executors

Digitize your Will storage system. Work with your clients to get their affairs in order so when the time comes to act, you are all systems go.

Brokers

You have hundreds of clients whose bouquet of insurance products is stretched across providers. Use Lifedocs to manage all your client policies in one place.

Life insurers

Lifedocs is the perfect bolt-on VAP to complement an existing life plan. Use our ERS score for gamified rewards and products.

Some of our partners

Security

Peace of mind for you and your business

Every Lifedocs profile is backed by bank-level security with AES 256-bit encryption, two-factor authentication, Intrusion detection systems, security audits, hourly data backups, and stringent internal policies and procedures.

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Ready to get started?

Speak to a representative

If you would like to take a look under the hood of the Lifedocs advisor portal, or chat about our pricing, get in touch.

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