Unlock data to release new agent growth opportunities.

We’re operating in a world with more data than ever. However, accessing this data is becoming more and more challenging. With each stage of life and annuity’s digital evolution, the web of systems creating and processing data grows more complex. Unfortunately, a lack of data transparency inhibits the agents we rely upon to drive our business forward. When there are blindspots in data, agents have a greater likelihood of missing customer indicators for lapse or, more importantly, sales potential.

Whether it’s moving a lead through the application process or troubleshooting a policyholder issue, agents require real-time visibility into the status of in-flight transactions. Providing agents with greater insight into transactions can create new benefits for your broader business, including:

• Streamlining Policyholder Communication: Whether an agent is working with a policyholder on a new application or is preparing for an annual review, they can more effectively communicate with their policyholders if they are up to date on the policyholders’ most recent activities.

• Proactively Identifying Growth Opportunities: Enabling agents to monitor policyholder transactional behaviors can help provide agents with greater insight into potential life events, which may allow for a new sale or cross-sale opportunity.

• Alleviating Customer Service Call Volumes: With access to the in-flight transactions, agents can answer policyholder questions without relying on carrier customer service teams, helping to reduce customer service call volumes.

We recognize the growth potential that can be unlocked if today’s data and workflow system barriers can be overcome. Sureify’s LifetimeAGENT digital experience is backed by CoreCONNECT, our data and workflow engine. With the support of CoreCONNECT, we’re able to elevate the agent portal experience beyond static data and offer visibility into all in-flight transactions, regardless of whether it was initiated by the agent or any of their policyholders. Learn more about how LifetimeAGENT is providing agents with the transparency necessary to effectively build and manage their book of business digitally.