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The Lifetime platform is a completely modular SaaS solution that is made up of three products: LifetimeACQUIRE, LifetimeENGAGE and LifetimeSERVICE.

LifetimeACQUIRE powers omnichannel sales capabilities via configurable quoting, e-application interfaces, integration with all the major underwriting engines and e-sign, e-status and e- delivery capabilities.

With LifetimeSERVICE, insurers can provide a fully digital and comprehensive self-service experience to their in-force customers via web portals and -perhaps more importantly- the native mobile applications customers want today.

LifetimeENGAGE is all about using multifaceted engagement and analytics to reach out with the right message at the right time to foster a lifelong digital relationship with policyholders.

All of these products are completely white labeled with the carriers' branding and are backed by our low-code configuration tools: Studio and the Carrier Control Panel.

Sureify can be implemented right on top of existing core administration and CRM systems while also integrating with existing insurer customer apps, and most emerging and traditional 3rd party applications to harness the key data needed to support the end-to end life and annuity value chain.

Key Features

The enterprise platform solution is secure, scalable, and delivers pragmatic features with the basics of the everyday digital life insurer front of mind.

Seamless support: Sureify's LifetimeACQUIRE is a low code configurable eApp that allows potential policyholders to research, quote, apply and buy your products on any distribution channel at any time.
Omnichannel: It powers direct-to-consumer, call center and advisor sales with easy-to-use features like accelerated underwriting capability and chat/co-browsing. Agents or applicants can start an application on their computer and finish it on their mobile phone or ipad. Additional integrations with chat/co-browsing partners, enables collaboration between the agent and applicant when and where necessary.
Configurable: With LifetimeACQUIRE’s low code functionality, configuring reflexive questions, workflows and UI elements are simple and non-technical so that any carrier can continually drive sales.
Status, E-sign, E-delivery: LifetimeACQUIRE takes application processes and follow-through directly to your customers with our OnTrack feature. With web and mobile status tracking and proactive notification capabilities, applicants and agents can follow along and follow up where they need to; getting missing signatures, scheduling medical exams, if needed. LifetimeACQUIRE also offers multiple options for e-sign and e-delivery, including obtaining delivery requirements and payments.
Integration: LifetimeACQUIRE can be integrated with all of the major underwriting engines to speed up the entire underwriting process, accelerated or otherwise and creates a seamless process. In addition, Sureify maintains integrations with an extensive collection of ecosystem partners increasing carriers' options to create the process and customer experience they desire.

Configurable: LifetimeSERVICE is a self-service platform that puts your policyholders in charge of their life insurance, easily and intuitively, allowing you to configure the experience you want your policyholder to have, including branding, layouts, workflows, and policy data.
Web and Native Mobile: It's a complete self-service suite, available on web browsers and native mobile apps, that puts all your policyholder's information at their fingertips.
"Single pane of glass": With Sureify's powerful integration experience, carriers with multiple legacy systems can bring all their policyholder's into a one-stop digital service shop.
Digital Transactions: LifetimeSERVICE can help carriers enable digital support for paying premiums, keeping contact information up to date, managing beneficiaries, checking cash-value policy performance, retrieving documents, making withdrawals, and more -bringing them out of the world if forms and faxes.

Sureify knows engagement can start at the very beginning.
Cross-sell/Up-sell: With LifetimeENGAGE you can invite potential policyholders to digitally interact with you to stay up to date through their application process. Once a policy is issued, LifetimeENGAGE keeps you effortlessly in touch driving awareness, loyalty and sales without adding cost.
Native Mobile first: In order to address the research that shows policyholders want to use their phones more than other devices, LifetimeENGAGE was desinged as a native mobile app first. The LifetimeENGAGE app is often a carriers' first foray into having a native mobile app for its policyholders.
Interactive: Gather real-time data through surveys and polls, educate your policyholders about important financial wellness considerations and encourage healthy life choices. Create content and push notification campaigns based on the data that is being shared by the policyholder.
Configurable Campaigns: Simple toggles give you the configurability to customize your content based on type of user, allowing you to celebrate, motivate and communicate on a regular basis with automated texts, emails and push notifications with your policyholders.
Personalized content: LifetimeENGAGE is all about reaching out with the right message at the right time. Whether it’s content from your library, or ours we can show your policyholders the information that’s most relevant to them. Your possibilities for reaching out are limitless. In addition, we don't subscribe to a "one-subject-fits-all" philosophy and so our content focuses on both health and financial wellness.

Key Benefits

Higher completion and placement rates: LifetimeACQUIRE smoothly takes applicants from questionnaire to contract making the entire application and buying process for life insurance and annuities intuitive and easy to understand, increasing completion and placement rates.

Speed to market: All three Sureify products are configurable and can be implemented quickly (often within 3-9 months) so that the carrier, agent and policyholder can bring products to market faster and begin to realize the other benefits of a digital transformation quickly. In addition, because the platform is able to be integrated with old and/or new policy administration systems, there is no need to wait until they have completed their full modernization programs before getting started on the digital journey.

Lower cost of ongoing maintainance and changes: Because the platform is a SaaS platfrom, upgrades and maintainance are included. In addiiton the configurability of the system enables carriers to make changes quickly to meet the changing demands of the marketplace.

Increased Brand Loyalty and Customer Lifetime Value: Our customers have experienced 30+ point increases in their net promotor scores and a 5X increase in cross-sell/up-sell activity.

Retention and Persistency: Proactive notification of lapses and/or ability to easily enable automated payments has helped Sureify's customers increase both their retention and persistency rates.

Lower Operational Costs: Decreases in call center volumes, mail costs and re-work due to NIGO items.

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