EMPOWER SALES AGENTS WITH THE BEST OF DIGITAL TECHNOLOGY

Distributor

Leverage the benefits of Sureify products to gain an advantage in life & annuity offerings

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.


Sureify’s Lifetime suite of products and CoreCONNECT platform empower life/annuity carriers to create industry-leading digital experiences that surpass the highest expectations of all audiences. These experiences increase efficiency and lower cost.
Sureify empowers agents with a single, comprehensive portal for all business and activity. Give your producers business and policy management capability bia a cutting-edge digital experience, using real-time data.
With Sureify, case management and policy servicing are powered by bespoke digital experiences. And carriers’ APIs enable the delivery of comprehensive data sets at the agent and enterprise level.
Sureify’s Lifetime suite of products and CoreCONNECT platform empower life/annuity carriers to create industry-leading digital experiences that surpass the highest expectations of all audiences. These experiences increase efficiency and lower cost.
Sureify empowers agents with a single, comprehensive portal for all business and activity. Give your producers business and policy management capability bia a cutting-edge digital experience, using real-time data.
With Sureify, case management and policy servicing are powered by bespoke digital experiences. And carriers’ APIs enable the delivery of comprehensive data sets at the agent and enterprise level.