Lifetime: acquire, service, and engage with one platform
Sureify’s Lifetime platform is a completely modular SaaS solution for the life insurance and annuity industry that helps carriers acquire, service, and engage their customers with one enterprise platform.
Acquire, service, and engage with one platform
LifetimeACQUIRE
LifetimeSERVICE
LifetimeENGAGE
We are excited...
We are excited and confident in our partnership with Sureify to implement their Digital Sales product, which will lead to a more efficient and robust application and buying experience for our ExpressTerm customers.
Jim Lucas
Senior Vice President and Chief Actuary, AAA
My Principal Lifestyle...
My Principal Lifestyle, powered by Sureify, has been an opportunity for us to support our customers’ personal path to physical and financial wellness today, while providing protection for their loved ones tomorrow. The mobile app provides customers with an incentive to brush up on personal finance topics through education, as well as improve their physical health through challenges and personal goals.
Greg Linde
Senior Vice President, Principal Individual Life
We found in Sureify...
We found in Sureify a great partner to help us launch Velocity, a digital life sales process, in three different contexts: direct-to-consumer, for our bank agents, and in our call center. This was a major step for our business, and we have been impressed by Sureify’s execution and ability to handle the complexities involved. We’re excited to now expand our use of Lifetime to the servicing and engagement capabilities
Scott Smith
President & Chief Operating Officer, Vantis
The Lifetime guarantee
Gradual integrations
We can implement Lifetime with minimal or no integrations. When it makes sense to ramp up integrations with your existing systems, we’ll work with you to do so.
Modular
Not all carriers are ready to take on all three Lifetime products. That’s why each is sold separately, and each can be implemented gradually.
Partnership mentality
We are not in the business of just dropping off code. While Lifetime is a SaaS-based platform, we treat our clients as partners, which means tailoring our platform to each client’s particular needs.
Fast implementations
We know the pain of waiting around for product implementations. Once you decide to try Lifetime, we hit the ground running and make the time from contract to implementation unusually quick.
Who is Lifetime for?
Life and annuity carriers
Carrier Panel
The Carrier Panel is the brain of the entire Lifetime platform. All customer data collects here, where they can be analyzed for driving marketing, sales, and engagement campaigns.
Users
- Marketers use Lifetime to better understand and speak to in-force and prospective customers.
- Business analysts use the customer data gathered through Lifetime to aid company strategy.
- Innovation and strategy teams use Lifetime to test new engagement and product strategies.
Agents and advisors
Agent Panel
The Agent Panel helps traditional agents, call center agents, and sales managers track applications, send follow-ups, and command their business.
Users
- Agents use Lifetime to run quotes, process applications, nurture leads, and manage their clients.
- Call centers use Lifetime to help customers through e-applications, utilizing co-browsing and other tools to make sure that customers finish their apps.
- Agency managers use Lifetime to manage sales queues and agent assignment.
In-force and prospective policyholders
Engagement and Servicing Apps
The engagement and servicing apps for end-users (policyholders, applicants, and the public) are white-labeled and web, iOS, and Android compatible. It’s our UX, but it’s your brand, design, and content curation.
Users
- Policyholders use Lifetime’s engagement and servicing web & mobile apps to service their policies and engage with your company.
- Applicants use Lifetime to get quoted, complete accelerated e-applications, and track their applications if referred to underwriting.
- Public users can engage with Lifetime. The health, finance, and lifestyle engagement features are a great way for public users to begin engaging with your company as a first step to becoming a policyholder.
Security is number one in our business
Sureify has successfully completed a Service Organization Controls (SOC) 2 Type II audit. SOC reports are prepared by independent auditors and based on the internationally recognized Trust Services Principles and Criteria framework developed jointly by the American Institute of Certified Public Accounts and Canadian Institute of Chartered Accountants.
When you get Lifetime, you get so much more
Thanks to our partners, Lifetime is integrated with a bevy of cutting-edge technologies. With Lifetime, you can have access to:
- Automated underwriting
- E-signatures
- Facial recognition
- Predictive analytics
- Behavior analysis
- Co-browsing and advanced customer support
- Real-time health data
