Empower agents with real-time data in a cutting edge DXP (digital experience portal)
LifetimeAGENT empowers your sales force to provide personalized service through any channel, surfacing valuable data to proactively manage their book of business, service, sell and track compensation in a single place.
Who benefits from LifetimeAGENT?
Carriers
It simplifies and streamlines communication channels between insurers and agents.
Paired with CoreCONNECT, it translates 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.
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Agents
It opens up communication lines between carriers and agents, and leads agents to where customers need service.
Access to information in real time helps agents service customer accounts and make contact with the carrier or customer when needed.
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Customers
It provides a customized level of agent interactions.
Customers can map their own experience, connecting with agents digitally or in person depending on their needs and preferred communication methods.
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A portal for both agent and carrier to track policyholder data from presale to offer to issuance to compensation, LifetimeAGENT can:
Enhance and simplify agent experience
Optimize agents' sales & service processes
Increase agent & policyholder retention
Increase sales
What’s included with LifetimeAGENT?
- Dashboard highlighting business transactions
- Easy to read commissions details
- Banner notifications for urgent messages, rate changes and other important communications
- One stop shop for quoting, eApps, forms and marketing materials
- A secure location to receive and transmit completed forms with the carrier
- Real time agent management of client servicing
