Make managing a book of business easier with increased automation.

Producers of all kinds (captive, call center, etc.) can seamlessly complete and track applications, send follow-ups and optimize business processes.

How it can be used by your team:

- Agents can run quotes, process applications, nurture leads and manage clients.
- Call centers can help customers complete eApps by utilizing co-browsing and other collaborative tools.
- Agency managers can oversee sales queues and agent assignments.

Empower agents to become trusted partners to both customers and carriers.

With LifetimeAGENT, producers can digitally connect all the dots, guiding customer self-service experiences and resulting in “in good order” applications.

How it can be used by your team:

- Agents can view their book of business and digitally complete transactions via web or mobile apps, reducing time and effort spent on these tasks.
- Agents/advisors have a single dashboard for new business and in force policy management. This “one stop shop” simplifies the login process to manage all business with the carrier.

Grant access to policyholder data, allowing agents to effortlessly provide assistance that ensures “in good order” applications and a high level of trust.

From presale to offer to policy issue, agents know where their prospects are in the application process and can offer guidance as needed.

How it can be used by your team:

- Agents can save multiple quotes and seamlessly complete e-applications using previously-collected data.
- Sales management teams get a clear view into agent commissions with YTD and YOY views, debit balance tracking, and progress towards incentives and contests.

Enable agents to offer a unique relationship with customers, centered on data and enhanced by modern digital tools.

Agents can create personalized interactions and engage with their existing book of business to increase cross-sell and upsell opportunities via data analytics and tracking life events.

How it can be used by your team:

- Agents can send and receive messages through the portal dashboard, making communication easier.
- Call centers and advisors can generate and send required forms to clients to create a more personalized, engaging experience.
- Advisors can tap into real-time customer information and life events to identify cross sell and upsell opportunities.

Create the experiences that agents need with straightforward, immediate, secure access to data and APIs.

Remove historic “silos” of data, giving agents access to a policyholder’s entire history. This continuity of data empowers agents/advisors to better understand customer needs and make recommendations accordingly, building trust and loyalty.

How it can be used by your team:

- Call center reliance is reduced. Agents can see and access policyholder activities (via LifetimeAGENT or any other agent-centered digital front end) to provide optimal service.
- With access to data, agents can better recognize and recommend cross sell/upsell opportunities.