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Agent Portal

Discover the Power of LifetimeAGENT

Easy-to-navigate dashboard shows new business, in force book of business, commissions and allows a carrier to provide important updates and notifications to their agents.

Single point of access to carrier tools for quoting/illustration and e-apply, as well as marketing materials and forms; Notifications to agents regarding announcements, alerts, access to new or changing marketing materials, forms and rate changes

Pending business view and NIGO resolution.

A secure location to receive and transmit completed forms with the carrier

Carrier-defined hierarchy provides portal security with designated access

Real-time agent and client management self-service activities

Achieving Results

Delivering the Outcomes that Matter

LifetimeAGENT was purpose built for life and annuities, allowing agents, distributors and carriers to track policyholder data from presale to offer to policy issue and beyond.

Enhance and simplify agent experiences

Optimize agent sales/service processes

Improve agent & policyholder retention

Increase sales

Solutions

LifetimeAGENT: Empowering the People Driving Your Business

LifetimeAGENT was purpose built for life and annuities, allowing both agent & carrier to track policyholder data from presale to offer to issuance to compensation.

LifetimeAGENT simplifies and streamlines communication channels between insurers and agents.

Use with CoreCONNECT to translate historical policy information from different legacy systems into a single repository, providing critical snapshots of data and activity with easily comprehensible action items for the agent.
Learn More
LifetimeAGENT opens up communication lines between carriers and agents, and leads agents to where customers need service.

Help agents service customer accounts and make contact with the carrier or customer as needed through access to information in real time.
Learn More
LifetimeAGENT enables permission-based oversight of business activities for agents, administrators and managers.

Give your sales staff comprehensive simplicity with an all-in-one agent-facing platform. Let agents spend more time selling and less time doing administrative tasks.
Learn More
LifetimeAGENT strengthens the relationship and experience between agents and customers.

Make agents the front line for renewals, potential policy lapses and customer service requests. Customer service requests can increasingly turn into virtual communications between agents and carriers.
Learn More
LifetimeAGENT simplifies and streamlines communication channels between insurers and agents.

Use with CoreCONNECT to translate historical policy information from different legacy systems into a single repository, providing critical snapshots of data and activity with easily comprehensible action items for the agent.
Learn More
LifetimeAGENT opens up communication lines between carriers and agents, and leads agents to where customers need service.

Help agents service customer accounts and make contact with the carrier or customer as needed through access to information in real time.
Learn More
LifetimeAGENT strengthens the relationship and experience between agents and customers.

Make agents the front line for renewals, potential policy lapses and customer service requests. Customer service requests can increasingly turn into virtual communications between agents and carriers.
Learn More
LifetimeAGENT enables permission-based oversight of business activities for agents, administrators and managers.

Give your sales staff comprehensive simplicity with an all-in-one agent-facing platform. Let agents spend more time selling and less time doing administrative tasks.
Learn More

LifetimeAGENT in Actions

Empower Agents with Real-time, Instantly Accessible Data

Sureify’s LifetimeAGENT was purpose-built for the life & annuity industry. It’s a single agent portal that does it all! Watch our video for a demonstration.