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LifetimeService is a complete policyholder self-servicing suite that empowers customers to digitally and securely manage everything from payments to beneficiary updates.

Key Features

Life and annuity policy management anywhere, anytime. LifetimeService eliminates cumbersome paper processes and allows your policyholders to manage policies at their convenience. This 100% digital product is a much needed update to insurance customer service.

  • Account Information
    • Account balances
    • Performance visualizations
  • Transactions
    • Withdrawals
    • Loans
    • Payments and billing
  • Account Maintenance
    • Contact info updates
    • Address changes
    • Beneficiary updates
    • Allocation changes
  • Billing and Payments
    • Manage payment methods
    • Premium mode changes
    • Autopay
    • Billing statements
  • Notification Preferences
    • Triggered and manual messaging
    • Account change notices
    • Automated lapse notices
    • Push notifications
    • Emails
    • Text messages
  • Support
    • Chat
    • Co-browsing
    • Video-chat
    • Advisor look-up
    • FAQs
  • Document Management
    • Uploading / downloading
    • Applications
    • Illustrations
    • Billing statements
    • Tax documents
    • Certificate and contract

Key Benefits

Policy servicing made easy. Reduced costs. Happier customers.

  • 360 degree view of policyholders
  • Reach your customers when it matters
    • Improved lapse notification response rate and persistency
  • Reduced servicing costs
  • Improved policyholder satisfaction and NPS
  • Low-code configurable front-end display of policy data
  • Secure APIs connected to your policy admin systems