DEX™ Pre-Screen

A short, confidential intake to help us understand your documentation priorities before our initial call. 

This pre-screen takes around 2 minutes to complete. Your responses are reviewed directly by Luma Strategy and treated as confidential.

Please use the form below

Within 2 - 3 business days, you will receive:

• A brief summary of your documentation needs
• One or two suggested DEX™ tiers
• Options for a short diagnostic call
   

There is no commitment at this stage. The pre-screen simply ensures our first conversation is focused and productive.

DEX™ is structured into a small set of tiers so the level of support matches your documentation maturity, internal capacity and deadlines. These range from:

• Targeted review and commentary for documents needing clarity and alignment
• Structured re-drafting for documents needing consolidation or narrative restructuring
• Full framework build for documentation requiring extensive development or renewal
   

The pre-screen helps determine the exact tier or blend of tiers that fits your situation.

• Deep actuarial and regulatory experience
• Independent, senior-level review
• Low-friction working style
• Clear, structured deliverables
• Calm, discreet support