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LifetimeEngage fosters a lifelong relationship between you and your policyholders, leading to greater brand loyalty and persistency.

Key Features

LifetimeEngage is a tool for creating digital touchpoints with your customers after they purchase a policy. Basically, it’s a friendly neighborhood agent, lifestyle coach, and financial assistant all rolled into one. Our clients are using LifetimeEngage to:

  • Increase brand recognition and brand loyalty
  • Respond to policyholder life events and recommend products relevant to them
  • Quickly put relevant content in front of customers (direct marketing)
  • Communicate member benefits
  • Increase policyholder interaction
    • Competitions
    • Challenges
    • Educational content
    • Quizzes, polls, and videos
    • Rewards and incentives
  • Incentivize financial, health, and mental wellness
  • Cross-Sell and Up-Sell

Lifetime Engage includes:

  • Educational Content Management - create, manage, and update a library of learning content
    • Articles
    • Videos
    • Product brochures
  • Rewards Program - incentivize good habits with a rewards program
    • Gift cards
    • Charitable donations
    • Premium discounts
  • Challenges - provide challenges related to important aspects of your customers' lives
    • Wellness
    • Community
    • Finances

Key Benefits

LifetimeEngage is a data-rich ecosystem that regularly generates new insights into your customers, so you can keep refining your engagements.

  • Increase brand recognition and brand loyalty
  • Improve customer insights and policyholder persistency
  • Engage, analyze, and re-engage your policyholders