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LTI Canada hosts the Unitrax® Insurance Wealth Client Forum #3, enabling open discussion with peers

LTI Canada Product Team hosts the Unitrax® Insurance Client Forum #3 for 2020 to engage clients with what’s new on the system, innovation, shared development opportunities and open discussion of like minds focused on product enhancements and business operations.

Venue: Virtual Meeting
Date: 26th June, 2020

LTI Canada’s Client Forum provides a venue for our clients to come together to discuss common areas of benefits and improvements. Attended by Team Leads, Operations, IT, and Product Leads, the session highlights upcoming features allowing for an opportunity to ask questions on both the system configuration, as well as the business needs driving the change. The session allows our clients to request usability enhancements that LTI product team reviews. The clients are looking to cost-share projects can also take advantage of this event to solicit support from other clients with similar needs, where cost sharing becomes the business case enabler.

This session focuses on:

  • Guaranteed Income Product Enhancement – increasing product features
  • NSF Processing – improving NIGO operational efficiencies
  • Householding of Investment Funds – improving management of householding
  • Optional Riders – improving operational strength
  • Product Reporting – improving client communication
  • Policy Maturity – improving maturity processing