Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)


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