Technology

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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