Give your clients full visibility into their insurance — and turn complexity into actionable advice.
Investment portfolios
are fully digitized
A platform designed to structure, analyze, and communicate insurance in a way both advisors and clients can act on.
Integrated Into Your Existing Workflow
Collect client insurance data
Bring together all relevant insurance information across providers, policies, and documents. Whether sourced manually or through integrations, Litmus consolidates fragmented data into a single starting point.
Litmus structures and standardizes it
Transform unstructured policy data into a clean, consistent format. Litmus organizes coverage details, terms, and relationships so everything can be easily understood and compared.
Automatically detect gaps, overlaps, and inefficiencies across the portfolio. Gain a clear view of risks and opportunities to support more informed advisory decisions.
From Hidden Complexity to Visible Value
Turn fragmented insurance data into clear, actionable insight
for both you and your clients
1
Insurance becomes part
of holistic advisory
Integrate insurance into your broader financial
strategy instead of treating it as a separate, disconnected layer.
Clients see the value
you deliver
Make your expertise visible through clear insights
and structured recommendations clients can easily understand.
2
Conversations become clearer
and more strategic
3
Ready to Transform Your Insurance Experience?
Join thousands who trust Litmus to protect their assets with clarity, confidence, and expert guidance.
Insurance doesn’t have to feel uncertain. Litmus helps you navigate complexity with clarity, empathy, and expertise — transforming risk management into a source of confidence and peace of mind
