LG Planning Group TECHNOLOGY
WE HAVE INVESTED HEAVILY IN CUTTING EDGE TECHNOLOGY TO MANAGE OUR CLIENTS' NEEDS MORE EFFICIENTLY, ULTIMATELY PRODUCING MORE TIMELY AND BETTER RESULTS.
- Our cloud-based CRM system, customized for employee benefit consultants, helps us stay on top of all correspondence with our clients
- We offer access to a rich suite of online administrative tools, with all the forms a client may need for their plan administrator and employees
- We utilize a highly customized automated email system to keep group administrators up-to-date at all times
- Our Employee Benefit Portal and its Open Enrollment Wizard can be easily accessed online