Policy servicing made easy. Reduced costs. Happier customers.
LifetimeSERVICE enables digital self-servicing for your customers. It empowers customers to securely manage everything from payments to beneficiary updates.
Reasons our clients love LifetimeSERVICE
What LifetimeSERVICE offers
Account Information
- Full product support (term, whole life, annuity, disability, and more)
- Account balances
- Performance visualizations
Transactions
- Withdrawals
- Loans
- Payments and billing
Account Maintenance
- Personal info updates
- Beneficiary updates
- Allocation changes
Preferences
- Account change notices
- Lapse notices
- Push notifications
- Emails
- Text messages
Support
- Chat
- Co-browsing
- Video-chat
- Advisor look-up
- FAQs
Document Management
- Uploading / downloading
- Applications
- Illustrations
- Tax documents
- Certificates and contracts
Policy management anywhere, anytime
LifetimeSERVICE eliminates cumbersome paper processes and allows your policyholders to manage policies at their convenience. This 100% digital product is a much needed update to insurance customer service.
Reach your customers when it matters
Automated lapse notices
Automatically send your customers emails, text messages, or push notifications to alert them to pending lapses or payment notices.
Request documents
Request documents from your customers, which they can upload through the web or mobile app.
The impact of Outreach
300% more responses to Outreach lapse notices than traditional mailer notices.
Featuring OnTrack to track pending applications
Web and mobile status tracking
Customers can track the status of their pending applications on any device and take action on any follow-up items.
Information request workflows
Missing a signature? Need your customers to schedule a medical exam? OnTrack makes it easy to quickly address holdups in the application process.
Configurable statuses
Manage and configure which underwriting status messages you want sent to your customers.
Lifetime has layers of security
Identity verification
Verify the identity of your policyholders before giving them access to policy data and other sensitive information.
Two-factor authentication
2FA is enabled across all of our consumer applications.
Biometric verification
Touch and face ID verification is enabled across all our consumer applications.
We are excited...
We are excited and confident in our partnership with Sureify to implement their Digital Sales product, which will lead to a more efficient and robust application and buying experience for our ExpressTerm customers.
Jim Lucas
Senior Vice President and Chief Actuary, AAA
My Principal Lifestyle...
My Principal Lifestyle, powered by Sureify, has been an opportunity for us to support our customers’ personal path to physical and financial wellness today, while providing protection for their loved ones tomorrow. The mobile app provides customers with an incentive to brush up on personal finance topics through education, as well as improve their physical health through challenges and personal goals.
Greg Linde
Senior Vice President, Principal Individual Life
We found in Sureify...
We found in Sureify a great partner to help us launch Velocity, a digital life sales process, in three different contexts: direct-to-consumer, for our bank agents, and in our call center. This was a major step for our business, and we have been impressed by Sureify’s execution and ability to handle the complexities involved. We’re excited to now expand our use of Lifetime to the servicing and engagement capabilities
Scott Smith
President & Chief Operating Officer, Vantis
