Overview
LifetimeAGENT is the end-to-end portal that provides the modern digital experience agents are requiring from Carriers to compete in todays market. Our portal supports everything from onboarding to sales and new business managment through inforce book of business and commissions management. LifetimeAGENT was purpose built to solve the challenges associated with providing the full set of data, features and activities an agent needs to manage their client base in a way that creates lasting relationships and higher cross-sell/upsell opportunities.
But creating a truly digital experience goes beyond just offering a portal. It requires a full rich data set that provides the agent all the information they need and lightning fast transactions. To solve this problem, Sureify has created a greenfield digital experience engine to power LifetimeAGENT called CoreCONNECT.
Sureify's CoreCONNECT is made up of two powerful components: data and workflow seamlessly connected to key core systems in an insurer's often complex infrastructure, that is uniquely designed to power a carriers web and mobile portals to create one true, cohered view for carriers, agents, and policyholders. This directly allows our DXPs to express faster, richer views and deliver transactional support in a scalable, efficient way.
Key Features
- Enhanced dashboard showing, new business, Inforce book of business, commissions and more
- Single point of access to carrier tools for quoting/illustration, e-application as well as marketing materials and forms
- Notify agents with alerts, access to new or changing marketing materials, forms and rate changes
- Pending business view and NIGO resolution
- Message center for collaboration between home office and the agent
- Provide a secure location to receive and transmit completed forms with the Carrier
- Integration with the carrier's L&A systems to digitally manage the licensing and appointment processes
- View and manage commissions
- Servicing center allowing the Agent to service on behalf of their policyholders
Key Benefits
- Help agents stay relevant in today's digital environment
- Carriers can recruit and retain more agents
- Drive increased business from agents by offering a seamless, easy experience
- Enable Agents to do everything in one place versus logging into multiple systems
- Reduce calls to home office for simple status requests
- Eliminate fractured collection of information to complete new business or inforce transactions via emails and phone calls.
- A modern SaaS architecture that can grow and change with emerging market and distribution needs.
- Data and analysis that can help Agents identify more opportunitites to proactively reach out as policyholders needs change for cross-sell/upsell