Accurate, consistent policy data across every back-office system.
Customers make and track policy changes without system delays.
Lower cost by reducing call center interactions and agent interventions.
Keep customers engaged and surface timely opportunities.
Overcome back-office system limitations.
Digital self-service is a requirement for today's carriers. LifetimeSERVICE connects with complex back-office systems, including multi-generational systems, to give customers timely information and the ability to confidently transact digitally—without you having to replace what's behind it.
24/7 access.
Give customers a central service dashboard for all their information, requests, and transactions. Detailed policy information is refreshed and maintained across backend systems, and available 24/7 even if the back-end systems themselves are unavailable.
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A better experience for every policyholder.
AI turns policyholder servicing into a more intelligent, proactive experience—grounded in each customer’s policy and behavior.
Answers grounded in policy data: Policyholders can ask questions in plain language and get answers based on their actual coverage, policy documents, and account information, not generic FAQs.
NIGO resolution: Surface missing or incorrect information after submission and guide customers through the steps to resolve issues on their own.
Guidance when customers need it: AI can recognize where a policyholder is getting stuck in a transaction or journey and surface relevant help before they have to call for support.
Signals that drive action: AI can identify meaningful signals in policy and engagement data—such as potential coverage needs, approaching maturities, or other changes—and surface them to agents and the home office for follow-up.
Connected customer and agent experiences: Agents and home office teams have visibility into the same customer context, helping them pick up where the policyholder left off and act on opportunities surfaced through servicing.
Everything a policyholder needs to manage their policy.
Give customers billing and payment information, self-service beneficiary management, and secure document management and delivery for policy documents, forms, and product information—all in one place.
Enable policy transactions that can span multiple back-office systems as needed, and give customers new application tracking and management, so complexity behind the scenes never becomes their problem.
LifetimeSERVICE includes agent and home office digital support via the Sureify LifetimeAGENT connection, keeping everyone aligned as a policy moves through service and transactions.
