NAVY MUTUAL SELECTS SUREIFY TO TRANSFORM ITS ELECTRONIC APPLICATION EXPERIENCE

Life insurer and insurtech leader join forces to optimize the service members and agents receive throughout the application and sales process.

By Lori Zinaich | Sep 14, 2023

SAN JOSÉ, Calif., September 14, 2023 — Navy Mutual Aid Association (“Navy Mutual”), the nation’s oldest federally recognized Veterans Service Organization, recently selected insurtech leader Sureify to shepherd the transformation of its electronic application experience. Through the  partnership and technology implementation, the two companies have enhanced and streamlined Navy Mutual’s application process across the company’s agent and direct-to-consumer (D2C) channels—improving on the outstanding service the insurer has long provided for its members and agents. 

Because of its strong focus on service, the Navy Mutual team already knew the importance of providing personalized interactions to each individual member throughout the entire buying process. By replacing their current electronic application system with LifetimeACQUIRE, Sureify’s configurable eApp, Navy Mutual is now able to deliver an omnichannel sales experience—across D2C and agent distribution channels—that gives members the ability to move from quoting to eDelivery using an integrated platform approach.  

The implementation of LifetimeACQUIRE has given Navy Mutual the truly transformed sales process for members—from beginning to end—made possible through Sureify’s slick front-end UX, state-of-the-art functionality (like application cloning, data pre-fills, automated/accelerated underwriting, and reflexive questioning), and access to a robust ecosystem of partners. 

“At Navy Mutual, we’re always thinking about how we can continue to improve the service we provide to our members and agents alike.” said Brian Luther, President and CEO at Navy Mutual. “We selected Sureify to support us in our digital transformation journey, and we’re confident that everyone we serve—our agents, members buying through their agent, and new policyholders applying through our D2C channel—is now experiencing an easy, streamlined onlines sales process they’re looking for.”  

Dustin Yoder, Sureify’s Founder and CEO, also shared his thoughts on the partnership. “I admire the priority Navy Mutual places on its member experience. The commitment they have to their members and agents aligned strategically with Sureify’s mission as an organization, and I firmly believe that the intuitive UX, flexible workflows and the omnichannel sales model LifetimeACQUIRE provides will quantifiably enhance the customer experience Navy Mutual delivers during the application process.”

With the implementation of LifetimeACQUIRE now completed, the two companies say they will continue  strategizing, with an eye toward how the partnership can impact other areas of Navy Mutual’s business to improve the overall member experience.

About Sureify

At Sureify we are transforming the life insurance and annuity industry with our cutting-edge suite of products. Our Lifetime suite empowers carriers to thrive in the ever-changing technology landscape. Sureify’s comprehensive suite of solutions, including LifetimeACQUIRE, LifetimeAGENT, LifetimeENGAGE, LifetimeSERVICE, and CoreCONNECT, seamlessly connect carriers and their agents with consumers providing digital experiences that not only exceed expectations but also redefine how policyholders are acquired, serviced, and engaged throughout the entire lifetime of a policy. We are dedicated to continuously pushing the boundaries of innovative thinking, approaches, and solutions that enable carriers to stay ahead of the competition and deliver unparalleled agent and customer experiences.  Learn more at www.sureify.com.

About Navy Mutual

Navy Mutual is a nonprofit, member-owned mutual association established in 1879 to provide affordable life insurance and peace of mind to members of the military and their families. As the nation’s oldest federally recognized Veterans Service Organization, its mission and commitment to protect those who defend us remains unwavering. Financially strong, Navy Mutual is proud to be a first-choice provider of life insurance to servicemembers and their loved ones. Through quality life insurance products, no-cost educational and veterans services programs, and unparalleled service, Navy Mutual has earned the loyalty and support of its membership and outstanding customer satisfaction and retention ratings. For more information, visit www.navymutual.org

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