Yes, you can even use Lofi for free forever as part of our free plan. We also offer trials for enterprise customers. Please get in touch and our friendly team will work with you to get you up and running as soon as possible.

Of course. You can upgrade or downgrade based on your needs and business priorities. Not sure which plan is right for you? Chat with friendly team to find a solution that works for you.

We understand that things change. You can cancel your plan at any time before your next renewal date.

At the moment, the only way to add additional information to invoices is to add the information in your account set up.

For our enterprise customers Lofi offers integrations to the major sales engagement platforms (SEPs) and customer relationship management solutions (CRMs).

You can think of Lofi as a match-making engine, among other things. To do it's job, Lofi needs two things from you. Firstly, a lead list that helps Lofi understand who you want to go after. Secondly, information about you, your offering, your differentiation, who you win and who you lose with.

Lofi's infrastructure is SOC2 and ISO27001 certified, ensuring adherence to the highest standards of data security. Your data is never shared without your consent and you have the ability to delete your account information as well as all data associated with your account.

Yes. Lofi complies with regulations such as GDPR, CCPA or the CAN-SPAM Act. Please reach out to info@meetlofi.com to learn more about our policies and to discuss your needs.  

Yes. Lofi maintains "do-not-contact-lists". If a prospect indicates they wish not to receive communication anymore, Lofi will remove the prospect from any existing and future campaigns. Please reach out to info@meetlofi.com to learn more about our policies and to discuss your needs.  

Lofi runs on a proprietary large language model (LLM) that has been trained on touch points between financial advisors and insurance agents and their prospects. This enables Lofi to determine compose content and messages for each lead that give you the best chances of connecting and engaging your prospect.  

Lofi runs on a proprietary large language model (LLM) that has been trained on touch points between financial advisors and insurance agents and their prospects. The training data comes from publicly available data sets as well as Lofi customers who have consented to share their data in order to improve response rates.