Save time, skip the stress
No more late nights, manual data entry, or troubleshooting.
Certified industry expertise
CoPilots can guide advisor workflows and share best practices in Tern.
Comprehensive support
From setup and migration to automations and back-office administration, it’s done for you.
Agency-first process
Approvals and payments can flow through your agency for a smooth, controlled experience.
01.
Intake form
Share your agency’s needs with the Lucia team.
02.
CoPilot Assigned
We match you with the right expert.
03.
Scoping Call
Confirm priorities and requirements with your CoPilot.
04.
Custom Quote
Clear pricing for agency approval.
05.
Work Begins
Migration, setup, or configuration handled for you.
06.
Ongoing Support
Your CoPilot is always available to step back in.
Share your agency’s needs with the Lucia team.
