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 and managers benefit from powerful tools that give an all-in-one glance at all sales activities
- Call centers can help customers complete eApps by utilizing co-browsing and other collaborative tools
- Brokerage managers can oversee sales queues and agent assignments

Give agents a single entry point to the technology that empowers business.

With LifetimeAGENT, distributors can put all the puzzle pieces together to enhance experiences, agent self-serve capabilities and business planning.

How it can be used by your team:

- Allow agents to view their book of business and digitally complete transactions via web or mobile apps, reducing time and effort spent on these tasks.
- Provide a single dashboard for new business and in force policy management. This “one stop shop” simplifies the login process to manage all business across carriers.

Create a competitive advantage by partnering with carriers committed to leading with technology.

Let your agents begin conversations with the promise of great experiences! CoreCONNECT-enhanced carriers prove their commitment to the ultimate UX, and that benefits distributors and brokers.

How it can be used by your team:

- CoreCONNECT provides a marketplace advantage for distributors who align with DXP-enhanced carriers.
- Position sales agents favorably by building alliances with carriers that enable instant access to client information .