Solutions
Leverage the benefits of Sureify products to gain an advantage in life insurance & annuity offerings
Make managing a book of business easier with increased automation.
Producers of all kinds (captive, call center, etc.) can seamlessly complete and track applications, send follow-ups and optimize business processes.
How it can be used by your team:
- Agents and managers benefit from powerful tools that give an all-in-one glance at all sales activities - Call centers can help customers complete eApps by utilizing co-browsing and other collaborative tools - Brokerage managers can oversee sales queues and agent assignments
Give agents a single entry point to the technology that empowers business.
With LifetimeAGENT, distributors can put all the puzzle pieces together to enhance experiences, agent self-serve capabilities and business planning.
How it can be used by your team:
- Allow agents to view their book of business and digitally complete transactions via web or mobile apps, reducing time and effort spent on these tasks. - Provide a single dashboard for new business and in force policy management. This “one stop shop” simplifies the login process to manage all business across carriers.
Create a competitive advantage by partnering with carriers committed to leading with technology.
Let your agents begin conversations with the promise of great experiences! CoreCONNECT-enhanced carriers prove their commitment to the ultimate UX, and that benefits distributors and brokers.
How it can be used by your team:
- Provide a marketplace advantage for distributors who align with DXP-enhanced carriers. - Position sales agents favorably by building alliances with carriers that enable instant access to client information .
Solutions
Sureify’s Lifetime Suite: Bringing People Together
Sureify’s modular, enterprise product suite, Lifetime, delivers optimized experiences across the life insurance industry— benefiting carriers and their home office teams, producers, prospective customers and existing policyholders.