Situation
A reinsurer expanding into retail was seeking a competitive advantage beyond leading with commissions and rates. They decided to leverage their freedom from legacy system limitations to differentiate themselves with experiences that effectively enable customer self-service and empower agents to maintain and grow their book of business. A team of internal and external partners was being formed to collaborate in establishing their comprehensive suite of front and backend systems. As part of this process, they identified a need for a solution to enable cross-system connectivity.
Sureify Solution
CoreCONNECT (data and workflow engine), LifetimeSERVICE (policyholder portal), and LifetimeAGENT (agent portal) were utilized to:
- Elevate the agent and policyholder portal experience from strictly informational to actionable (i.e., beneficiary updates, indexed fund changes, withdrawals, quick quotes, etc.)
- Aggregate cross-system data and properly surface it within each digital experience Orchestrate transactional workflows across all operating systems (i.e., FAST, FireLight, etc.)
- Quickly launch and scale new digital experiences via API
Speed-to-Market
19
digital transactions Built in under 4 months
Connected Ecosystem
7
third-party systems integrated to support data & transactional workflows
Continued Advancement
2-3 Weeks
AVG development for new digital transactions
