Policyholder Service

Discover the Power of LifetimeSERVICE

Create unique experiences with a product that is highly configurable to your brand, backend data, and functional needs.

Enable policyholders to keep contact information up-to-date, manage beneficiaries, check cash value policy performance, make payments, withdraw funds, and more..

Surface crucial data from policy administration systems and put it at policyholders’ fingertips.

Reduce or eliminate the need for printed forms and faxes.

Empower agents to provide an additional level of assistance to their book of business and stay informed of any changes.

Achieving Results

Delivering the Outcomes that Matter

LifetimeSERVICE was purpose-built for life and annuities, allowing carriers to connect with policyholders easily, efficiently and effectively while reducing agent servicing requests.

Avoid lapses and missed payments

Ensure policy data and coverage accuracy

Reduce operational costs, including agent servicing needs

Improve the customer experience & increase Net Promoter Scores

Solutions

LifetimeSERVICE: Giving the power of self-service to customers at any time through any channel.

LifetimeSERVICE allows carriers to connect with life and annuity policyholders easily,efficiently and effectively, building trust and loyalty.


LifetimeSERVICE enables self-servicing, regardless of your backend infrastructure.

Even with complex carrier backend systems, streamline customers' access to policy information and transactions across all of their life policies and annuities.
LifetimeSERVICE reduces agent load and provides insight into policyholder activities.

By providing more self-service actions, agents have more time to sell new business. When LifetimeSERVICE is deployed in conjunction with LifetimeAGENT, agents can monitor activities taken by the policyholder, empowering them to provide extra service when necessary
LifetimeSERVICE provides robust self-servicing, reducing friction in policy management

Empower policyholders to service their policies online or via a carrier’s mobile app, better controlling the policy change process and driving greater customer persistence.
LifetimeSERVICE enables self-servicing, regardless of your backend infrastructure.

Even with complex carrier backend systems, streamline customers' access to policy information and transactions across all of their life policies and annuities.
LifetimeSERVICE reduces agent load and provides insight into policyholder activities.

By providing more self-service actions, agents have more time to sell new business. When LifetimeSERVICE is deployed in conjunction with LifetimeAGENT, agents can monitor activities taken by the policyholder, empowering them to provide extra service when necessary
LifetimeSERVICE provides robust self-servicing, reducing friction in policy management

Empower policyholders to service their policies online or via a carrier’s mobile app, better controlling the policy change process and driving greater customer persistence.
LifetimeSERVICE provides robust self-servicing, reducing friction in policy management

Empower policyholders to service their policies online or via a carrier’s mobile app, better controlling the policy change process and driving greater customer persistence.

LifetimeSERVICE IN ACTION

Put Policyholders in Charge of Their Policies

Watch this video to see how LifetimeSERVICE empowers customers to take control and manage their policies in a more convenient way.