Agents
Give agents the technology they need to streamline their
business and build deeper customer relationships.
See how Lifetime helps life insurance agents in action
LifetimeACQUIRE is a simple, end-to-end eApp for all sales channels. Complete with new tools for agents to facilitate the buying process, LifetimeACQUIRE smoothly takes applicants from questionnaire to contract.
LifetimeENGAGE fosters a lifelong relationship between you and your policyholders, leading to greater brand loyalty and persistency.
LifetimeSERVICE enables digital self-servicing for your customers. It empowers customers to securely manage everything from payments to beneficiary updates.
LifetimeAGENT prompts agents to reach out to customers at important points during the customer journey. Agents become the front line for renewals, potential policy lapses and other notifications carriers want agents to know.
It offers more automation for easier business management.
With LifetimeACQUIRE's agent specific tools, you can give traditional agents, call center agents and sales managers a way to seamlessly complete and track applications, send follow-ups and command their business.
How it can be used by your team:
- Agents can run quotes, process applications, nurture leads and manage their clients. - Call centers can help customers complete eApps by utilizing co-browsing and more. - Agency managers can manage sales queues and agent assignments.
It offers a unique agent and customer relationship.
Empower agents to create personalized interactions and engage with their existing book of business to increase cross sell and upsell opportunities via data analytics and tracking life events.
How it can be used by your team:
- Agents can send and receive messages through the portal dashboard, which makes communication easier. - Call centers and advisors can generate and send required forms to clients to drive a more personalized and engaging experience. - Advisors can tap into real time customer events to identify cross sell and upsell opportunities.
It offers a more robust servicing tool.
In our agent portal, agents and advisors can get new product updates, monitor their licensing status and commissions, and manage in force business.
How it can be used by your team:
- Agents can view their book of business and digitally complete transactions via web or mobile apps, reducing time and effort spent on these tasks. - Agents and agency managers have a single dashboard for new business and in force policy management. This simplifies the login process to manage all their business with the carrier.
It gives agents access to policyholder data.
From the presale stage, to the offer and throughout issuance, agents know what prospects need to complete and what servicing needs done on offered policies and PIFs.
How it can be used by your team:
- Agents can save multiple quotes and seamlessly complete e-applications using data that has been already collected. - Sales teams and agents get a clear view into agent commissions with YTD and YOY views, debit balance tracking and progress towards incentives and contests.
See how Lifetime serves carriers and customers
Carriers
Achieve a successful digital transformation that drives company growth and delivers the ultimate agent and customer experience.
Customers
Give customers the seamless shopping and service experience they expect in the current digital atmosphere.
