Easily and affordably create a streamlined digital research/quote/apply/buy experience.

Insurers can configure a modern user experience featuring an effortless, seamless end-to-end sales process for any product, through any channel (DTC, agent, call center, etc.)

How it can be used by your team:

- IT and project teams can configure applications in days—not months—to respond to evolving business and market needs.
- Leadership can use the data gathered through acquisition to direct/guide company strategy into the future.

Provide seamless access to policyholder self-service without significant downtime or cost.

Even carriers with complex and/or numerous back end systems can streamline customer access to policy information and transactions across their life policies.

How it can be used by your team:

- Operations teams can support customer calls with a modern user interface.
- Data & analytics teams can aggregate data and provide actionable insights on policyholder behavior for continued service improvements.

Enable carriers to instantly and effortlessly share data from any and all backend systems with agents and distributors.

When powered by Sureify’s CoreCONNECT, carriers can unite data from all previously-utilized systems of record for presentation and use through a single agent-facing portal. It’s instantaneous access to key documents and information.

How it can be used by your team:

- Any team from your home office can communicate via notifications on the portal’s “front page” when agents log in.
- Data and analytics teams can continue using current systems to input critical information for agents, and CoreCONNECT can manage translating the system data into the LifetimeAGENT product, easing the load for IT.

Add value for policyholders with an easy-to-configure platform for consistent and relevant engagement.

Carriers can use personalized interactive customer experiences to gather data, analyze it, and use it to foster loyalty and drive further connections via targeted marketing and sales campaigns.

How it can be used by your team:

- Marketing teams gain access to better insight on preferences of prospective and in force customers, which leads to the delivery of more relevant content.
- Innovation and strategy teams can test and modify new engagement and product strategies.

Seamlessly harness information from all legacy platforms into a format that can satisfy any of today’s – or tomorrow’s -- digital needs.

Eliminate the need for a proprietary or limited format with CoreCONNECT. It resides between a digital front end and your legacy back end, employing “journeys” to learn from past experiences while building new ones. Use your current systems of record right now to empower better operations and experiences for agents, policyholders and other users.

How it can be used by your team:

- Financial and actuarial teams can get a deep understanding of trends and outcomes for more informed decision making.
- IT teams can ease complex legacy system decisions and remove pressure from tech debt by insulating technology risks.
- Carriers can build hierarchies that enable secure transactions among home office, agents and policyholders as needed.