Agent Portal

Discover the Power of LifetimeAGENT

An easy-to-navigate dashboard that shows new business, in force book of business, and commissions, and allows a carrier to provide important updates and notifications to their agents.

A single point of access to carrier tools for quoting/illustration and e-apply, as well as marketing materials and forms

Notifications to agents regarding announcements, alerts, and rate changes.

A detailed view of pending business for NIGO resolution.

A secure location to receive and transmit completed forms between agent and carrier.

The ability to enforce carrier-defined organization hierarchy for portal security with designated access.

Real-time agent and client management self-service activities.

Achieving Results

Delivering the Outcomes that Matter

LifetimeAGENT was purpose-built for life and annuities, allowing agents, distributors and carriers to track policyholder data from presale to offer to policy issue and beyond.

Enhance and simplify agent experiences

Optimize agent sales & service processes

Improve agent & policyholder retention

Increase sales

Solutions

LifetimeAGENT: Empowering the People Who Drive Your Business

LifetimeAGENT was purpose-built for life and annuities, making it easy for agents to manage their book of business, access carrier and compensation information, and provide answers and assistance for policyholders – all in one portal.

LifetimeAGENT simplifies and streamlines communication channels between carriers and agents.

Combined with CoreCONNECT, LifetimeAGENT transforms historical policy information from different legacy systems into a single repository, providing critical snapshots of data and activity with easily comprehensible action items for the agent.
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LifetimeAGENT opens up communication lines between carriers and agents, and leads agents to customers needings service.

Help agents service customer accounts and make contact with the carrier or customer, as needed through access to information in real time.
Learn More
LifetimeAGENT enables permission-based oversight of business activities for agents, administrators and managers.

Give your sales staff comprehensive simplicity with an all-in-one agent-facing platform. Let agents spend more time selling and less time performing administrative tasks.
Learn More
LifetimeAGENT strengthens the relationship and experience between agents and customers.

Make agents the front line for renewals, potential policy lapses and customer service requests. Responding to customer needs can increasingly turn into virtual communications between agents and carriers.
Learn More
LifetimeAGENT simplifies and streamlines communication channels between carriers and agents.

Combined with CoreCONNECT LifetimeAGENT transforms historical policy information from different legacy systems into a single repository, providing critical snapshots of data and activity with easily comprehensible action items for the agent.
Learn More
LifetimeAGENT opens up communication lines between carriers and agents, and leads agents to customers needing service.

Help agents service customer accounts and make contact with the carrier or customer, as needed through access to information in real time.
Learn More
LifetimeAGENT enables permission-based oversight of business activities for agents, administrators and managers.

Give your sales staff comprehensive simplicity with an all-in-one agent-facing platform. Let agents spend more time selling and less time performing administrative tasks.
Learn More
LifetimeAGENT strengthens the relationship and experience between agents and customers.

Make agents the front line for renewals, potential policy lapses and customer service requests. Responding to customer needs can increasingly turn into virtual communications between agents and carriers.
Learn More

LifetimeAGENT IN ACTION

Empower Agents with Real-time, Instantly Accessible Data

Sureify’s LifetimeAGENT was purpose-built for the life & annuity industry. It’s a single agent portal that does it all! Watch our video for a demonstration.