Empower your agents & home office.
Access everything in one place. Give agents one place to sell, service, and manage their relationship with you—from new business to in-force policies, digitally. LifetimeAGENT connects the information, workflows, and actions they need across your life and annuity portfolio.
Make it easier for agents to sell and service with you.
Help agents see what’s next, take action, and keep cases moving forward.
Shift routine transactions to agents and clients, reducing the manual load on your service teams.
Help agents spot retention risks and act before policies lapse.
Modernize without replacing your tech stack.
LifetimeAGENT works with the technology you already run. New business can come through Sureify’s digital sales solution, LifetimeACQUIRE, or the eApp and order-entry platforms already in use. In-force data and servicing can span multiple administration systems, including legacy and closed blocks. Agents can also access critical business information, including licensing, commission transactions and statements, general forms, and product information, through a connected experience. Agents get one connected experience without requiring you to replace the systems behind it.
More visibility. Fewer stalled cases. Less friction.
Give agents and their agencies a single view of pending business and the in-force book, even across multiple administration systems. Agents can quickly see what’s outstanding, know what’s next, and take action without chasing down the details. Agencies gain visibility into their agents’ business, making it easier to identify what needs attention, provide support, and help get business across the finish line. When action is needed, the transaction comes directly to the agent or client through a magic link by text or email. Review, complete, or sign from anywhere—no login, no portal required.
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Give agents a faster way to get answers.
An AI-powered chatbot gives agents a faster, more intuitive way to access information directly within LifetimeAGENT. Agents can ask questions in natural language and get relevant, real-time information without navigating multiple screens or searching through large amounts of data.
Ask in plain language: Agents can ask questions naturally and get relevant information directly within the LifetimeAGENT experience.
Find information faster: Connect to existing database APIs to surface real-time information, reducing the need to search across screens and data.
Get started easily: Suggested prompts tailored to different areas of LifetimeAGENT help agents discover what they can ask and quickly find the information they need.
Make it easier for agents to work with you.
Give agents everything they need to manage their business—from commissions and appointments to documents, production, and their entire book. With the information they need easier to find, they can spend less time searching and more time selling, servicing, and growing their business.
Spot the client activity that matters—from service requests and viewed statements to failed payments and policies at risk of lapsing. AI summaries help agents quickly understand what’s happening, identify who needs attention, and act before a retention risk becomes a lost policy. Turn those insights into action that helps protect the book.
LifetimeAGENT gives you a ready-to-use agent experience, or the APIs to power your own. It connects agents, clients, and new business through one layer of live data, while working with the systems and platforms you already use. Bring together new business, in-force policies, servicing, and self-service so everyone sees the same information and stays on the same page.
Use LifetimeAGENT as-is or build the experience your way—with your brand, your workflows, and the flexibility to fit your technology ecosystem.
