Case Study: LV= streamlines online trust form processing with Assemblysoft

LV= launches an online trusts tool with Assemblysoft, achieving day 1 production deployment without incident

The customer, LV=, a financial services company, faced challenges with a cumbersome, manual process for managing policy trust forms. Their financial advisers and members needed a more efficient, secure, and digital-first solution. The vendor, Assemblysoft, was engaged to develop a custom online tool using ASP.NET MVC, JavaScript, and Azure DevOps.

Assemblysoft delivered an online trusts tool featuring an interactive questionnaire for form selection, digital form filling with electronic signatures, and an automated email system for trustee collaboration. The solution significantly enhanced efficiency and accuracy, improved user experience, and increased security and compliance for LV=. The project was successfully deployed on day one using a robust Azure DevOps pipeline.

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