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Policyholder Service

Discover the Power of LifetimeSERVICE

Highly configurable, allowing unique experiences. Let policyholders keep contact information up-to-date, manage beneficiaries, check cash value policy performance, make payments, withdraw funds, and more!

Experience design includes branding, custom layouts and policy data.

Surface crucial data from policy administration systems and put it at policyholders’ fingertips. Use push notifications to dramatically reduce lapse rates and missed payments.

Reduce or eliminate need for printed forms and faxes.

Empower agents to provide an additional level of assistance to their book of business and stay informed of any changes.

Achieving Results

Delivering the Outcomes that Matter

LifetimeSERVICE was purpose-built for life and annuities, allowing carriers to connect with policyholders easily, efficiently and effectively while reducing agent servicing requests.

Avoid lapses and missed payments

Ensure policy data and coverage accuracy

Reduce operational costs, including agent servicing needs.

Improve the customer experience & increase Net Promoter Scores

Solutions

LifetimeSERVICE: Empowering the People Driving Your Business

LifetimeSERVICE allows carriers to connect with life and annuity policyholders easily,efficiently and effectively, building trust and loyalty.

LifetimeSERVICE provides a seamless way to service policies.

Even with complex carrier backend systems, enable insurers to streamline customers' access to policy information and transactions across all of their life policies.
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LifetimeSERVICE offers a more robust servicing tool.

Give agents and advisors access to new product updates, licensing status and commissions, in force business management and more through a single agent portal.
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LifetimeSERVICE allows for customer self-servicing.

Empower policyholders to service their policies online or via mobile apps. This drives persistence and the ability to control various aspects of policy changes.
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LifetimeSERVICE provides a seamless way to service policies.

Even with complex carrier backend systems, enable insurers to streamline customers' access to policy information and transactions across all of their life policies.
Learn More
LifetimeSERVICE offers a more robust servicing tool.

Give agents and advisors access to new product updates, licensing status and commissions, in force business management and more through a single agent portal.
Learn More
LifetimeSERVICE allows for customer self-servicing.

Empower policyholders to service their policies online or via mobile apps. This drives persistence and the ability to control various aspects of policy changes.
Learn More
With Sureify, case management and policy servicing are powered by bespoke digital experiences. And carriers’ APIs enable the delivery of comprehensive data sets at the agent and enterprise level.
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LifetimeSERVICE in Actions

Put Policyholders in Charge of Their Policies

Watch this video to see how LifetimeSERVICE empowers customers to take control and manage their policies in a more convenient way.